More than Money

Gene and Alyssa answered questions and explored important topics: He wants to know if he can gift his daughter a $5,000 car without an IRS hassle? He wants to know how he and his bride should split expenses with a second marriage? Their son wants to pay off their mortgage.  Then what? He loves his work, but hates his job . . . Can he retire? 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.