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November 30, 2024 – Stock Markets Up Significantly Since Election – Save the Date – December 7th – MtM’s Holiday Open House – Save the Date – December 7th: MtM’s Holiday Open House – Save the Date – December 11th: IIY Packing Shoe Boxes for Children!
Manage episode 453241675 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:
- She asks if her trust should be the beneficiary of her IRAs?
- He reports that the interest on his I-Bonds has dropped dramatically. Should he go?
- She received a $4 million settlement and wants to know how to avoid ‘blowing it’?
- He asks if he can loan his daughter funds to pay off her mortgage and how best to do that?
- 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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