Business
Gene and Alyssa Young answer tons of listener questions: His pension was reduced so his wife would get half. She passed. Can he change it now?She reports that her sister put her kids names on her deed. It was a nightmare when she passed!Is there a way to evaluate what state is the most ‘retiree-friendly’?Why is it important to set up your Social Security account on-line?Lots more listener questions Two New Free Services Have your current life insurance policies analyzed to see if they fit you or could you do betterHave your current annuities analyzed to see if they fit you or could you do better Added to These Free Services Social Security and Medicare Review with our SS/Med expert Mr. Mark BacakLong Term Care Review with our partner Mr. Mike PompeiReverse Mortgage Review with our partner Tiffany ShuttaEstate Planning Document Review with an attorney in our office Free Second Opinion Meetings Do you have questions about your financial situation?Are you on track to reach your financial goals – particularly your retirement goals?What should you be doing right now? 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.