Gene and Alyssa answered questions and explored important topics:He asks how best to set up a scholarship honoring his late son?She asks if the large investment in an annuity her advisor is recommending is right for her?He asks how to be confident he can stay retired?She asks how to get all the good stuff MtM has to offer without traveling?Free Second Opinion MeetingsMeet with a More than Money advisor to review your entire financial picture or simply project your retirementMeet with our Social Security partner to plan the best S/S strategy for youMeet with our estate planning attorney partner to review your estate plans – if you have anyMeet with our insurance partner to review your life or long term care coveragesDiscover how to have your 401(k) professionally managed without leaving your company planSchedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email ([email protected]) to schedule your time with us.