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.