March 16, 2024 – Thank You for Gene’s Birthday Well Wishes and Prayers for Baby Annabelle! – More than $12,000 raised for our More than Money Foundation for American Values – Thank you to each and every one More Than Money with Gene Dickison

Gene and Alyssa answer buckets o’ questions:




How does a QCD (Qualified Charitable Distribution) affect his income taxes?



What are the pros and cons of the various ways to own gold as an investment?



Will she get a share of his inheritance ($1 million) should they get a divorce?



He wants to understand the basics of saving and investing.



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.