More Than Money with Gene Dickison
Business:Investing
Alyssa Young is your host this morning. She shares historical stats about stock market performance—including average returns before and after presidential elections—and lots of information to prepare you for your 2023 income tax return. She also outlines the 2024 changes to retirement plan contribution limits, income tax brackets, Medicare premiums and more.
Also in this episode:
You can take advantage of a one-on-one, personalized consultation with an MtM Financial Group advisor by scheduling a free second opinion meeting. Review your investments and financial goals and get answers to your questions about Social Security, estate planning and more. Call 610-746-7007 or email Gene@askmtm.com to schedule time with us.
March 25, 2023 – We Raised $103,000 for the Puppies and the Kittens! – Major Stock Market Indexes Up Two Weeks in a Row – Federal Reserve Ups Rates Again
March 18, 2023 – Center for Animal Health and Welfare Bowl-A-Thon! – SVB Bank Goes Under – Schwab Bank Gains $16.5 Billion in Assets – St. Patrick’s Day and March Madness!
March 11, 2023 – Gene Celebrates His Birthday with his Live Radio Audience – John Rich Concert at SteelStacks to Benefit Folds of Honor – Silicon Valley Bank Goes Under!
March 4, 2023 – MtM Tax Team At Capacity for 2023 – No Additional New Clients – John Rich Concert at SteelStacks to Benefit Folds of Honor – Andrew Young Celebrates His 18th Birthday Today!
February 25, 2023 – New Rules for Inherited IRAs? – Is More than Money Patriarchal or Matriarchal? – And . . . What pronouns are we supposed to use in the World Headquarters?
February 18, 2023 – In What Food Category is ‘ESG’ the Key Ingredient? – Schwab 1099s Available Online, Snail Mail on the Way – What the Heck Direction Are Interest Rates Going?
February 11, 2023 – Jon Weimer Makes His Radio Debut to Rave (Raving Mad?) Reviews – Super Bowl and Valentine’s Day! – What the Heck is ESG Investing Anyway?
February 4, 2023 – 500,000 Jobs Created in January – Fed Raises Key Rate 0.25% – Tax Season in Full Swing – Gather Your Docs and Drop Them Off! – Pensions – Monthly Payments or Lump Sums
January 28, 2023 – Philadelphia Eagles! – Stock Markets Have Excellent Week – Good Start to 2023 – Start Saving for Retirement at Age 50!
January 21, 2023 – 4.5% and 5.25% rates are available, but are they a good idea? – January Newsletter Hitting the Streets Next Week – Subscribe and Let Us Know What You Think! – New Rules for
January 14, 2023 – Stock Markets Up Sharply in the New Year (ok – for 11 days – keep calm)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review S
January 7, 2023 – Stock Markets Up Sharply in the New Year (ok – for 4 days)! – Jonathan Weimer Joins MtM as Our Newest Financial Advisor! – MtM Tax Clients Be Sure to Review Super Important E
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