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August 3, 2024 – Nervous? 7 Tools and 7 Strategies To Invest Today and Sleep Well Tonight – Alyssa on the Hot Seat! – Super Hero Chad Rupprecht Recovering Beautifully from Knee Replacement Surgery! – Our MtM Babies – Annabelle, Nico, Blake, and Ainsley co
Manage episode 432659366 series 1094528
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Gene and Alyssa answer buckets o’ questions:
- She and her husband disagree on how to split their estates. How do they resolve this?
- He asks about donating a life insurance policy to a charity?
- She finds the Social Security web site frustrating for securing her spousal benefits. What should she do?
- She is retiring and her pension is offering her a confusing array of options. Which one should she pick?
- Lots more . . .
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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