January 6, 2023 – Happy New Year! What ways can you protect your investments in 2024? – December jobs report quite good at 216,000 added jobs – California sees $68 Billion deficit as financial policies continue to sink that state

More Than Money with Gene Dickison

Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:

• He needs to understand how income funds can produce dividends, but do so poorly overall?
• She asks how she should make changes to her will?
• He and his wife own I-bonds and want to know if they should keep them?
• He wants to know how to go about ‘being the bank’ and financing the sale of a home to his tenants?
• 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 ([e-mail]) to schedule your time with us.