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.