December 28, 2024

December 28, 2024 – Wishing Everyone a Happy, Healthy, and Prosperous New Year!

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More Than Money with Gene Dickison
More Than Money with Gene Dickison
December 28, 2024 - Wishing Everyone a Happy, Healthy, and Prosperous New Year!
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Gene and Alyssa answer questions:

  • What would you do if you won a $1.2 Billion lottery?
  • He has been disabled for 18 years.  Will his wife be able to retire.
  • They have nearly all their investments in one stock.  Is this a tax nightmare?
  • What online trading platform do we recommend? 
  • 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.