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November 4, 2023 – Beware! Some On-Line Tax Prep Companies are Sharing Your Tax Info with Facebook and Google! – Stock markets show life after three month slide – Sometimes clients pass away and it’s challenging to our hearts – they had become our friend
Manage episode 382386642 series 1094528
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Gene and Alyssa answer tons of listener questions:
- Vanguard is charging her $25.00 to process her RMDs?!?!
- He did two IRA rollovers within seven months. Is he in trouble with the IRS?
- What are the pros and cons of adding his new wife to the deed to his home?
- My financial advisor calls once a year and gets snotty when I want to take some of me money. Should I move?
- Lots more . . .
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?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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.
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