Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group.
Gene and Alyssa answered questions and explored important topics: His email wanted ‘education' from Gene. Did he get more education than he expected? His goal is $1 million in 10 years. Can he do it? He has half of his investments in 1 stock. How does he transition that for retirement? Tips for avoiding scams! 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: His wife is 12 years older than him – will that affect his RMDs? She wants to know if she can fund a Roth IRA for her great grandson? She wants to put her financial future in jeopardy to help her two daughters . . . His dad is giving him good advice on his 401(k). Will she take it? 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.
Alyssa interviews the director of the Nazareth Area Food Bank in advance of this week's food drive, and her daughter, Juliana, talks about what she's learning in her high school personal finance class—which becomes a Pennsylvania requirement next year. She also answers questions and delves into a variety of topics: It's Medicare open enrollment until Dec. 7. If your investment accounts don't have “per stirpes” or “per capita” selected, your beneficiary designations might not work the way you wish. A retiree asks what to do with his 401k. How should a sister handle a sibling pressuring dad to sell HIS house to pay off HER debt? The IRS is stopping paper checks! 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 or Medicare plan 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 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 help support his church and the pastor? She wants to know if naming beneficiaries will reduce inheritance taxes? She and her husband have 60% of their investments in stocks. What if the market tumbles? She wants to know if life insurance proceeds are income taxable? 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 he should take funds from his 401(k) to payoff mom's mortgage? She wants to know if she should fund a private reverse mortgage for her neighbor? She found a secret account in her mom's estate. When should she tell her siblings? She wants to know what to expect at a ‘2nd opinion' meeting when they've never had a first opinion? 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 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.
Gene and Alyssa answered questions and explored important topics: She wants to know how to value collectibles for IRS purposes? He wants to know how to best use his IRA for long term care We explore Qualified Charitable Distributions (QCDs) We explore annuities as ‘Private Pensions' pros and cons 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, greeted friends and clients, and accepted contributions! 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.
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 (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
While Gene was with his family for a wedding celebration in Georgia, Alyssa invited reverse mortgage specialist Tiffany Shutta, of Mutual of Omaha, to join her on air. Tiffany uses a real-life, recent example to demonstrate how a reverse mortgage works and explains when it's an appropriate solution—and when it's not. Alyssa also answers your questions on various topics: Should I ask my adult daughter to pay me for childcare? Does MtM allow investors to customize their portfolio holdings? How can I pay tax on less Social Security? Do I need to empty the IRA I inherited from my younger sister in 10 years? Should I be POA or joint owner on Mom's bank account? You can get answers to your own questions and enjoy one-on-one service by contacting MtM Financial Group for a free second opinion meeting with any of our specialists about: Financial situation, investments, retirement plan Estate plans Life insurance Annuities Reverse mortgages Taxes Call 610-746-7007 or contact us online to request a free appointment.
Gene and Alyssa answer questions including: She asks how to get the best price when buying a car? He asks what the probate process is and how to navigate that process? She wants to know if an investment in cryptocurrency is appropriate for folks 80 years old? He asks how much of his retirement money should be in bonds since he is 64 years old? 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.
Gene and Alyssa answer questions including: He asks for us to explain the basics of a reverse mortgage? He is a retiring school teacher and wants to know how to accept his pension? She wants to know if a specific annuity would be a good investment for her? He shares that State Farm is not accepting Umbrella liability policies at this time. Why? 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.
Gene flies solo and answers questions including: He is moving to Florida. Should he sell his house or rent? She wants to gift money to her two sons. One son asks to clarify the rules and the taxes? He asks if putting assets into a trust avoids estate taxes? She wants to know if she should take $100,000 from her IRA to help her son buy a house? 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.
Gene flies solo and answers questions including: He asks how the BBB will affect his social security since he is still working at age 70? She asks when to sell poorly performing stock – before or after dividend payments? She asks if her brother is doing the right thing by giving their mom stock to sell? She wants to know if she should keep the IRA her dad left her or give it ‘back' to her mother? 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.
Gene and Alyssa answer questions including: He asks if what's going on in Washington D.C. affects how we invest money for clients? She wants to know if at age 75 she can get help investing a modest amount of money? (Yes!) He wants to know how Medicaid ‘claws back' gifts that were made before needing care? He wants to know how the new BBB ‘senior deduction' will work for him and his bride? 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.
Gene and Alyssa answer questions including: He asks what is probate and what should he do to help his family when he passes? Her advisor says move from stocks to bonds. We absolutely disagree. She wants to know if she can join her husband in early retirement? Should his parents give him details of their retirement plans? (None of his 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 (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
Gene and Alyssa answer questions including: He asks what is probate and what should he do to help his family when he passes? Her advisor says move from stocks to bonds. We absolutely disagree. She wants to know if she can join her husband in early retirement? Should his parents give him details of their retirement plans? (None of his 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 (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
Gene and Alyssa answer questions including: He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!) She wants to know if it would benefit her children for her to put her Co-op into a trust? He is 81 and widowed. Does he get a S/S survivor benefit? Her ‘advisor' just called her for the first time in two years. What should she do? 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.
Gene and Alyssa answer questions including: He wants to know if QCDs are also exempt from NJ income tax (spoiler alert – no!) She wants to know if it would benefit her children for her to put her Co-op into a trust? He is 81 and widowed. Does he get a S/S survivor benefit? Her ‘advisor' just called her for the first time in two years. What should she do? 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.
Alyssa welcomes special guests: Mark Bacak – Social Security and Medicare expert Mike Pompei – Life Insurance and Long Term Care planning partner Keith Strohl – Estate Planning and Elder Law attorney Real financial advisors do way more than invest money 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.
Alyssa welcomes special guests: Mark Bacak – Social Security and Medicare expert extraordinaire Mike Pompei – Life Insurance and Long Term Care planning partner Keith Strohl – Estate Planning and Elder Law attorney Real financial advisors do way more than invest money 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.
Gene and Alyssa answer questions: He asks if the rumors of a $750.00 check to seniors are true? He asks how a non-profit must handle an inherited IRA? He is 73, retiring, and has to choose (1) of (3) options on his 401(b). Is it really that hard? Is investment diversification still just stocks, bonds, and cash? 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.
Gene and Alyssa answer questions: He asks if the rumors of a $750.00 check to seniors are true? He asks how a non-profit must handle an inherited IRA? He is 73, retiring, and has to choose (1) of (3) options on his 401(b). Is it really that hard? Is investment diversification still just stocks, bonds, and cash? 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.
Gene and Alyssa answer questions: He asks if his social security claiming strategy makes sense? She asks if they will get a refund after his employer took out ‘way too much tax'? She is very upset that her sister (mom's executrix) is following the will instead of what she wants!?! They ask if setting up 529 plans for their grandchildren is the best way to help? 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.
Gene and Alyssa answer questions: He asks if he can move funds from an irrevocable trust into a standard account? She is widowed and moving her husband's IRAs to her IRAs. Is she doing it right? He is 81 with no debt and $240,000 in mutual funds. Is there something better he should be doing? They are soon to retire. Do we have tips for them to enjoy a satisfying retirement? 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.
Gene and Alyssa answer questions: He asks if he can move funds from an irrevocable trust into a standard account? She is widowed and moving her husband's IRAs to her IRAs. Is she doing it right? He is 81 with no debt and $240,000 in mutual funds. Is there something better he should be doing? They are soon to retire. Do we have tips for them to enjoy a satisfying retirement? 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.
Gene and Alyssa answer questions: He and his wife have some physical concerns. Can they write off a hot tub on their income taxes? She turns 73 in a month and wants to understand her RMD requirements and options? He got an invite to a financial workshop dinner. Is the company playing it straight? They rolled over her 401(k) into a Roth IRA – or did they? 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.
Gene and Alyssa answer questions: He and his wife have some physical concerns. Can they write off a hot tub on their income taxes? She turns 73 in a month and wants to understand her RMD requirements and options? He got an invite to a financial workshop dinner. Is the company playing it straight? They rolled over her 401(k) into a Roth IRA – or did they? 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.
Gene and Alyssa answer questions: He will stop watching my show since we disagree on tariffs and President Trump! Too bad for him. She wants to know if her advisor messed up or did her accountant mess up? He is the executor of his mom's estate. His brother died before receiving his share. Now what? She and her ex-husband are remarrying. Should she go back on the deed to their home? 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.
Gene and Alyssa answer questions: He will stop watching my show since we disagree on tariffs and President Trump! Too bad for him. She wants to know if her advisor messed up or did her accountant mess up? He is the executor of his mom's estate. His brother died before receiving his share. Now what? She and her ex-husband are remarrying. Should she go back on the deed to their home? 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.
Gene and Alyssa answer questions: He wanted to get out of the market and his advisor did not return his calls! She wants investments that reflect her values. Is that going to work? He put his home into an irrevocable trust. What happens when the kids want to sell? She wants a financial advisor, but doesn't want to invest with the advisor. Now what? 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.
Gene and Alyssa answer questions: He wanted to get out of the market and his advisor did not return his calls! She wants investments that reflect her values. Is that going to work? He put his home into an irrevocable trust. What happens when the kids want to sell? She wants a financial advisor, but doesn't want to invest with the advisor. Now what? 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.
Gene and Alyssa answer questions: Her advisor does not the rules for her RMD. This is very bad! She finds her work life intolerable. Is she the reason? He asks how to protect his two children with alcohol additions within his estate? She asks if her husband should invest his inheritance the way she thinks is right? 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.
Gene and Alyssa answer questions: Her advisor does not the rules for her RMD. This is very bad! She finds her work life intolerable. Is she the reason? He asks how to protect his two children with alcohol additions within his estate? She asks if her husband should invest his inheritance the way she thinks is right? 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.
Gene and Alyssa answer questions: He asks how best to time the stock market? (Spoiler alert – you can't) He asks how social security benefits change from age 67 to age 70? He asks us to convince his wife to move to a smaller home? (Spoiler alert – we can't) He asks where to invest $100,000? (Spoiler alert – it depends) 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.
Gene and Alyssa answer questions: She asks if she should leave her IRA to one beneficiary and have him split out the shares? He asks if he needs to set up a special account when naming his grandchildren as beneficiaries? She asks if we are fiduciaries (yes)? She asks if we advise same-sex couples (yes)? She asks how inheritance taxes are calculated when heirs are in multiple states? 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.
Gene and Alyssa answer questions: She asks if she should leave her IRA to one beneficiary and have him split out the shares? He asks if he needs to set up a special account when naming his grandchildren as beneficiaries? She asks if we are fiduciaries (yes)? She asks if we advise same-sex couples (yes)? She asks how inheritance taxes are calculated when heirs are in multiple states? 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.
Gene and Alyssa answer questions: She asks what happened to the cost basis in her home when her husband died? He asks if he should convert his $800,000 IRA to a Roth IRA at age 58?? His daughter is a full-time student. Her internship paid her $4,000. Can she do an IRA? He asks why and how to report gifts more than $18,000 in a year? 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.
Gene and Alyssa answer questions: She asks what happened to the cost basis in her home when her husband died? He asks if he should convert his $800,000 IRA to a Roth IRA at age 58?? His daughter is a full-time student. Her internship paid her $4,000. Can she do an IRA? He asks why and how to report gifts more than $18,000 in a year? 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.
Gene and Alyssa answer questions: He asks if Long Term Care insurance benefits are tax deductible? He asks what is his daughter's cost basis on the home he gave her that his mom gave him? He asks is the Presidential approval rating affects the stock market? He asks about the mechanics of converting his IRA to a Roth IRA? 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.
Gene and Alyssa answer questions: She asks if a conservative investment portfolio could average 7% per year? He asks what affect tariffs might have on the stock market? They ask if they should add their daughter to their bank accounts or use ToD? She asks if a fixed index annuity would be right for her and her husband? 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.
Gene and Alyssa answer questions: She asks if a conservative investment portfolio could average 7% per year? He asks what affect tariffs might have on the stock market? They ask if they should add their daughter to their bank accounts or use ToD? She asks if a fixed index annuity would be right for her and her husband? 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.
Gene and Alyssa answer questions: He asks how and when a financial advisor informs their advisor of fee payments? She asks what waiver amount her widowed mom will receive when she sells her home? He asks if the recent drop in Tesla stock is a buying opportunity? She asks if a reverse mortgage can help her get her home repaired? 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.
Gene and Alyssa answer questions: He asks how and when a financial advisor informs their advisor of fee payments? She asks what waiver amount her widowed mom will receive when she sells her home? He asks if the recent drop in Tesla stock is a buying opportunity? She asks if a reverse mortgage can help her get her home repaired? 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.
Gene and Alyssa answer questions: He is recently retired and (understandably) concerned about the stock market? His daughter battles addition. How can his estate plan protect her from herself? She asked how an MtM ‘second opinion meeting' works? She asks if she should combine her other investments with her 401(k)? 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.
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