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August 17, 2024 – Veteran’s Benefits and Medicare – Lots to be learned – Lots of help available – Stock Market Volatility is Significant. How Should You React? – Our MtM Babies thank you all for your thoughts and prayers
Manage episode 435136396 series 1094528
Sisällön tarjoaa Gene Dickison. Gene Dickison tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Gene and Alyssa answer buckets o’ questions:
- He asks if his mom should pay off the loan she has against her life insurance policy?
- He asks if his investments should have out-performed the S&P 500?
- He and other family members will be inheriting his mother’s home. How does he get to own it all?
- She asks what to do about her son who will not repay a loan she gave him to buy his home?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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