January 11, 2025

January 11, 2025 – What Should You Do Early in 2025 Rather than Waiting? – When is good news for the economy bad news for the stock market? – What advice would a happy, healthy 100 year old women give you?

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More Than Money with Gene Dickison
More Than Money with Gene Dickison
January 11, 2025 - What Should You Do Early in 2025 Rather than Waiting? - When is good news for the economy bad news for the stock market? - What advice would a happy, healthy 100 year old women give you?
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Gene and Alyssa answer questions:

  • She asks what she must do to change the beneficiaries of her will?
  • They ask how to get complete retirement advice rather than just investments?
  • They ask if they should pay off their mortgage that carries a 1.99% interest rate?
  • She asks what to do with an annuity that was intended for her daughter who recently passed? 
  • 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

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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.