PBS39 Hosts: More than Money LIVE Event! Register Here
December 21, 2024
December 21, 2024 – Merry Christmas and God Bless Us Everyone!
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Gene and Alyssa answer questions:
- How can they protect the family home from Medicaid and keep it in the family?
- Why would a union require its members to report side jobs? There may be a good reason.
- What are the 5 year rules for Roth IRAs and how do they work?
- Should they take out a home equity loan or take the money from their IRAs?
- And we are still feeling very, very blessed
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.