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Gene and Alyssa answer tons of listener questions:
- He and his family invested in an actual oil well. What are the prospects?
- She has an old 401(k) and a new 401(k) should she roll the old one into the new one?
- What are the penalties for not signing up for Medicare when she turns 65?
- Mom titled her house in the kids’ names, kept a life estate, and passed away. Taxes?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your time with us.