DiscoverMore Than Money with Gene DickisonJuly 24, 2021 – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions
July 24, 2021 – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions

July 24, 2021 – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions

Update: 2021-07-24
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Gene answers tons of listener questions:





  • Should listener redo his estate planning documents because his attorney moved pretty far away?
  • Is he allowed to take out more than his RMD from his IRA to cover maintenance on his home?
  • Will a rise in her income also increase her Medicare premiums?
  • Can he deduct the loss he experienced on the sale his timeshare?
  • 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 better
  • Have 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 Bacak
  • Long Term Care Review with our partner Mr. Mike Pompei
  • Reverse Mortgage Review with our partner Tiffany Shutta
  • Estate 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.

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July 24, 2021 – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions

July 24, 2021 – What will rising inflation and interest rates do to your investments? – Bucket O’ Listener Questions

Gene Dickison