March 8, 2025 – Stock Market Volatility Has Some Investors Nervous – Our PBS39 Event on March 6th was a rousing success – What the heck are tariffs and how should we think about them?

Gene and Alyssa answer questions:

• She and her brother own a rental property together.  What happens when one passes?
• She asks if she can work with a financial advisory and still keep her ‘fun’ stock account?
• He asks how a financial advisor should respond when seeing a client’s loss of capacity?
• She asks how capital gains are taxed? 
• And we are still feeling very, very blessed

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.