Gene answers tons of listener questions:

Are stimulus checks either reportable to the IRS or income taxable?
His grandson isn’t going to college. What are the penalties if he used his 529 plan money for something else?
She’s getting an insurance settlement. Is it taxable? What should she do with it?
He wants to know if the ‘January Effect’ is a good investment guide?
Buckets more 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

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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?

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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.

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More Than Money with Gene Dickison