More than Money

Gene and Alyssa answer questions including: Should he take the annuity being offered by his 401(k) provider?  (Spoiler alert – No!) He asks what keeps Gene so healthy? (the answer might surprise you) She wants to know what is the best way to fund their home improvement projects? She asks how she should tell her husband she does not want to sell her business? 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 (610-746-7