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.