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.