January 18, 2025

January 18, 2025 – President Trump Inauguration Monday January 20, 2025 – Is it possible to know what the economy will do in 2025? – Bumble’s stock price fell 90% since 2021.  What does that mean for you?

Share
More Than Money with Gene Dickison
More Than Money with Gene Dickison
January 18, 2025 - President Trump Inauguration Monday January 20, 2025 - Is it possible to know what the economy will do in 2025? - Bumble’s stock price fell 90% since 2021.  What does that mean for you?
Loading
/

Gene and Alyssa answer questions:

  • She asks how long she should keep her income tax records?
  • They ask how much they can contribute to the Roth IRAs based on his income?
  • They want to know how to transition their investments into income as retirement comes near?
  • What are some actions to take early in 2025 rather than waiting? 
  • 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.