More than Money

Gene and Alyssa answered questions and explored important topics: He wanted to use a QCD to pledge to Folds of Honor.  Why did they say no? She lost her husband and returned to work.  Now she has questions about her 401(k)? He heard us talk about downside protected investments.  Can we give more information? She is retiring with a 401(k) with standard, Roth, and pre-tax funds.  How does she keep this straight? 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.

Gene and Alyssa answered questions and explored important topics: He asked when does someone need an umbrella insurance policy? She asks if they can still use their $6,000 ‘Senior Deduction' for a Roth conversion? He asks about a plan to train his grandchildren in the world of personal finance? She asks if having $84,000 in their checking account is ‘too much'? 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.

Gene and Alyssa answered questions and explored important topics: He asked how to handle tax reporting on a sale/lease real estate transaction? He asked how to handle a neighbor who encroached on his property? He asks how to help his son without impact his son's divorce? Should you open invest in the stock market with no risk to your investment? 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.

Gene and Alyssa answered questions and explored important topics: He asked what type of trust could hold a home and not pay inheritance taxes? They have a ‘virtual' advisor.  What are the benefits of a ‘local' advisor? He asks how soon to ‘dial back' the investments in his 401(k)? Should you open a Roth IRA with $50.00? 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.

Gene and Alyssa answered questions and explored important topics: He asked what type of trust could hold a home and not pay inheritance taxes? They have a ‘virtual' advisor.  What are the benefits of a ‘local' advisor? He asks how soon to ‘dial back' the investments in his 401(k)? Should you open a Roth IRA with $50.00? 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.

Gene and Alyssa answered questions and explored important topics: Her husband's pension still pays her $3,700 a month after his death.  How can this be? They were told by their advisor that ‘everything changes when you retire.  Is that right? He asks how to help his 39 year old daughter who is going through a rough patch? He wants to know how to get great advice without paying for it (kind of)? 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.

Gene and Alyssa answered questions and explored important topics: Her 27 year old son moved back in but refuses to share the bills.  Does he stay or go? They were told by their advisor to take social security at age 62.  Is that the right advice? Her son wants to inherit her lakefront cottage, but the maintenance is very high.  What to do? She asks how to set up her finances so she doesn't run out of money? 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.

Gene and Alyssa answered questions and explored important topics: He asks if his wife should begin her social security benefits at age 68? She asks if she has options since her LTC insurance premiums rose to $11,000 per year? He asks if he should retirement with his wife or work two more years? She asks how to set up a Roth IRA for her granddaughter? 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.

Gene and Alyssa answered questions and explored important topics: He asks what happens to the assets in a revocable trust when he passes? She asks if the new RMD age is 75?  (Spoiler – the answer is ‘it depends') He asks if he can use a reverse mortgage to fund the purchase of a new home? She asks how to handle RMDs from (3) 401(k)s? 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.

Gene and Alyssa answered questions and explored important topics: He insisted his advisor buy Space X.  Now he's blaming the advisor? She is selling a home they bought in 1970, her husband died in 1996.  What is her cost basis? He asks how to best use $300,000 inherited very unexpectedly? She asks how to handle a 401(k) with regular, Roth, and after-tax funds for her RMDs? 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.

Gene and Alyssa answered questions and explored important topics: He insisted his advisor buy Space X.  Now he's blaming the advisor? She is selling a home they bought in 1970, her husband died in 1996.  What is her cost basis? He asks how to best use $300,000 inherited very unexpectedly? She asks how to handle a 401(k) with regular, Roth, and after-tax funds for her RMDs? 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.

Gene and Alyssa answered questions and explored important topics: He asks if he can take a tax deduction for the sales tax on his new car? He asks about long term care insurance.  Is it different now than years ago? He asks what we see happening in the economy in the second half of the year? She asks if she can live off her investments in retirement and still leave money to her children? 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.

Gene and Alyssa answered questions and explored important topics: He asks how best to fund the transition from his current home to his retirement home? He asks about the tax treatment for a property he is buying and leasing back to the owners? He asks what is the best pay to handle his daughter's two (2) college loans? She asks how we (MtM Advisors) know what to invest in, when to buy, and when to sell? 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.

Gene and Alyssa answered questions and explored important topics: He asks how best to fund the transition from his current home to his retirement home? He asks about the tax treatment for a property he is buying and leasing back to the owners? He asks what is the best pay to handle his daughter's two (2) college loans? She asks how we (MtM Advisors) know what to invest in, when to buy, and when to sell? 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.

Gene and Alyssa answered questions and explored important topics: He asks how best to set up a scholarship honoring his late son? She asks if the large investment in an annuity her advisor is recommending is right for her? He asks how to be confident he can stay retired? She asks how to get all the good stuff MtM has to offer without traveling? 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.

Gene and Alyssa answered questions and explored important topics: He asks how best to set up a scholarship honoring his late son? She asks if the large investment in an annuity her advisor is recommending is right for her? He asks how to be confident he can stay retired? She asks how to get all the good stuff MtM has to offer without traveling? 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.

Gene and Alyssa answered questions and explored important topics: He asks if the bank holding his CD is serious with their 0.10% ‘penalty'? She asks if she can rollover a ‘frozen' profit sharing plan into her IRA? He received a check made to the estate of his deceased wife.  Must he open an estate account? She asks if there is a minimum time she must hold an inherited IRA? 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.

Gene and Alyssa answered questions and explored important topics: He asks if the bank holding his CD is serious with their 0.10% ‘penalty'? She asks if she can rollover a ‘frozen' profit sharing plan into her IRA? He received a check made to the estate of his deceased wife.  Must he open an estate account? She asks if there is a minimum time she must hold an inherited IRA? 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.

Gene and Alyssa answered questions and explored important topics: He asks should they convert a $1 million IRA in one block? She asks if she can contribute to an IRA if she has also contributed to a 401(k)? He asks how to avoid probate when leaving his home to his son? She asks if she can invest in the stock market without taking so much risk? 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.

Gene and Alyssa answered questions and explored important topics: He asks should they convert a $1 million IRA in one block? She asks if she can contribute to an IRA if she has also contributed to a 401(k)? He asks how to avoid probate when leaving his home to his son? She asks if she can invest in the stock market without taking so much risk? 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.

Gene and Alyssa answered questions and explored important topics: He asks how he and his wife can use QCDs to donate to their favorite charities? She asks how to loan money to her daughter using a private mortgage? He asks how to he leave $2.5 million to his son without his son's wife getting her hands on it? She asks if she can still become a client after a long wait since her first meeting? 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.

Gene and Alyssa answered questions and explored important topics: He asks how he and his wife can use QCDs to donate to their favorite charities? She asks how to loan money to her daughter using a private mortgage? He asks how to he leave $2.5 million to his son without his son's wife getting her hands on it? She asks if she can still become a client after a long wait since her first meeting? 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.

Hear from some of our MtM advisors in this special edition of 'More than Money"!

Gene and Alyssa answered questions and explored important topics: He asks how he should set up an investment account for his grandson age 12? She has two children.  One good with money.  The other really bad.  Estate planning? He asks why he didn't have to pay tax on the profit from his vacation house? She asks what is the best way to avoid paying tax on a $500,000 profit? 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.

Gene and Alyssa answered questions and explored important topics: He asks how he should set up an investment account for his grandson age 12? She has two children.  One good with money.  The other really bad.  Estate planning? He asks why he didn't have to pay tax on the profit from his vacation house? She asks what is the best way to avoid paying tax on a $500,000 profit? 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.

Gene and Alyssa answered questions and explored important topics: He asks if MtM provides services on an hourly basis? She asks if her dad needs a 529 plan to help her with her student loans? He asks if he can ‘undo' taking money out of his IRA? She asks what is the best strategy for taking RMDs out of her IRA? 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.

Gene and Alyssa answered questions and explored important topics: He asks if MtM provides services on an hourly basis? She asks if her dad needs a 529 plan to help her with her student loans? He asks if he can ‘undo' taking money out of his IRA? She asks what is the best strategy for taking RMDs out of her IRA? 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.

Gene and Alyssa answered questions and explored important topics: He wants to know if I-Bonds are good for him? She asks if she should cash in her investments and head to bank CDs? He asks why his 401(k) is ‘forcing' him into Roth contributions? She asks how the Trump-China trip might impact America? 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.

Gene and Alyssa answered questions and explored important topics: He wants to know if I-Bonds are good for him? She asks if she should cash in her investments and head to bank CDs? He asks why his 401(k) is ‘forcing' him into Roth contributions? She asks how the Trump-China trip might impact America? 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.

Gene and Alyssa answered questions and explored important topics: He wants to know the difference between Buffered ETFs and Structured Notes? She asks what are the differences between PoD and ToD with bank accounts? He asks how it is possible that MtM has clients in 30 states? She asks how the Trump Accounts work for babies? 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.

Gene and Alyssa answered questions and explored important topics: He wants to know the difference between Buffered ETFs and Structured Notes? She asks what are the differences between PoD and ToD with bank accounts? He asks how it is possible that MtM has clients in 30 states? She asks how the Trump Accounts work for babies? 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.

Gene and Alyssa answered questions and explored important topics: He wants to know the best way to pay for his new house? She asks what capital gains tax she will pay on the sale of a rental property? He is 26 and inherited $100,000 from his grandmother.  What should he do? She got her masters and a great job.  Pay off student loans or start with her 401(k) investments? 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.

Gene and Alyssa answered questions and explored important topics: She asks if converting to a Roth IRA is a good idea for her? She asks if the new senior deduction can shelter the interest on I Bonds? She asks if hybrid Long Term Care Insurance policies are still available and a good idea? She discovered her IRA RMDs have not been done correctly.  Now what? 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.

Gene and Alyssa answered questions and explored important topics: She asks if converting to a Roth IRA is a good idea for her? She asks if the new senior deduction can shelter the interest on I Bonds? She asks if hybrid Long Term Care Insurance policies are still available and a good idea? She discovered her IRA RMDs have not been done correctly.  Now what? 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.

Gene and Alyssa answered questions and explored important topics: He asks how best to go about purchasing his mother's home? He asks what to do with a trust that was established in 2007, but never funded? She asks how to best help her musician son who has no retirement plan? She asks how the IRS handles amended returns and how far back can she go? 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.

Gene and Alyssa answered questions and explored important topics: He asks what's the best approach to liquidating EE and I Bonds? He asks how to know when it makes sense to refinance a 6.75% mortgage? She asks how to handle cash gifts to her daughter so she doesn't make big mistakes? She asks if her husband's vacation pay can be invested in an IRA? 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.

Gene and Alyssa answered questions and explored important topics: He asks what's the best approach to liquidating EE and I Bonds? He asks how to know when it makes sense to refinance a 6.75% mortgage? She asks how to handle cash gifts to her daughter so she doesn't make big mistakes? She asks if her husband's vacation pay can be invested in an IRA? 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.

Gene and Alyssa answered questions and explored important topics: He asks how to handle his mom's estate when it's only $10,000? He asks how to report to the IRS that he received an insurance reimbursement check? She asks how to handle a lump sum retirement? She asks how she can regain her ‘identity' after retiring? 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.

Gene and Alyssa answered questions and explored important topics: He asks how to handle his mom's estate when it's only $10,000? He asks how to report to the IRS that he received an insurance reimbursement check? She asks how to handle a lump sum retirement? She asks how she can regain her ‘identity' after retiring? 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.

Gene answered questions and explored important topics: She asks how to plan her estate without risking that the funeral home won't be there? He asks how at age 73 he can invest $300,000 without serious risk? He asks how to deal with his son who wants to buy his business, but will run it into the ground? She asks about how she might be able to take advantage of this dip in the stock markets? 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.

Gene answered questions and explored important topics: He asks how taxes will be computed on the buy-out of his home in a divorce? He asks why his 1099-R from his IRA does not show his QCDs? He asks if he should invest his retirement savings into an annuity or mutual funds? She asks about the mechanics of using QCDs for gifts to her church? 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.

Gene answered questions and explored important topics: He is very concerned that his ‘wealth manager' invested in over 100 stocks!?! He wants to know if tax-free bonds are a ‘good' investment? He asks if MtM Financial Group is a better advisor than Thrivent? She wants my opinion on a law Congress passed, but doesn't say what the law is . . . Suze Orman says ‘aging in place' can cost you money (alert – she's way off base here) 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.

Gene answered questions and explored important topics: He is very concerned that his ‘wealth manager' invested in over 100 stocks!?! He wants to know if tax-free bonds are a ‘good' investment? He asks if MtM Financial Group is a better advisor than Thrivent? She wants my opinion on a law Congress passed, but doesn't say what the law is . . . Suze Orman says ‘aging in place' can cost you money (alert – she's way off base here) 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.

Gene and Alyssa answered questions and explored important topics: She asks how she might open a 529 plan for a grandson in California? She wants to understand how to gift $20,000 to her son without paying income taxes? He asks if car lease payments are tax deductible? She attended the PBS Live Event with her husband and had some pretty nice things to say . . . He asks if he should use the traditional 401(k) option while his wife using the roth option? 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.

Gene and Alyssa answered questions and explored important topics: She asks how she might open a 529 plan for a grandson in California? She wants to understand how to gift $20,000 to her son without paying income taxes? He asks if car lease payments are tax deductible? She attended the PBS Live Event with her husband and had some pretty nice things to say . . . He asks if he should use the traditional 401(k) option while his wife using the roth option? 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.

Gene and Alyssa answered questions and explored important topics: He asks if it is permitted to make gifts to a 3 year old child?  (spoiler alert – yes!) She asks the safest way to share financial information with her advisor? She asks us to outline the basics of Medicare coverage, choices, and requirements? He is a ‘financial advisor/stock broker' and says most people can't save for retirement? Gene's solution to the first time home buyer challenge – skip paying for college!  (Hint – there's more to it than that, but you'll see) 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.

Gene and Alyssa answered questions and explored important topics: He asks if it is permitted to make gifts to a 3 year old child?  (spoiler alert – yes!) She asks the safest way to share financial information with her advisor? She asks us to outline the basics of Medicare coverage, choices, and requirements? He is a ‘financial advisor/stock broker' and says most people can't save for retirement? Gene's solution to the first time home buyer challenge – skip paying for college!  (Hint – there's more to it than that, but you'll see) 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.