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More Than Money with Gene DickisonAuthor: Gene Dickison
Your financial well-being is what we focus on every minute of every business day. This is what you should expect from working with MtM Financial Group. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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February 14, 2026 – Inflation (2.4%) reports as better than expected. Jobs report (130,000+) better as well – Markets continue on a volatile pattern. Some federal government shutdown – ICE – More than Money Newsletter available – free – just ask!
Saturday, 14 February, 2026
Gene and Alyssa answered questions and explored important topics: He asks what options his wife has when inheriting his IRAs? He asks how to determine the payout from a trust intended for his grandchildren? She wants to give her grandson $25,000 for a house downpayment. Gift restrictions? He is 78 and retiring in March. Does he have to take RMDs this year? She asks if our More than Money advisors will sell some stock for her? 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 (Gene@AskMtM.com) to schedule your time with us.
