by | | Featured Posts, Financial Planning, Formation, Foundation, Learn How To Invest
If you have a junior or senior in high school, then you know it is that time of year to start thinking about college visits, SAT prep, graduation, and how the heck to pay for everything. If you are a parent of a freshman or sophomore, then you are just watching the...
by | | Allgen's Money Minute, Featured Posts, Market Commentary
The Long and Short of It: – The economy is strong, however, bad breadth and negative divergences in the markets could be a warning sign – The trend of the 10-year US Bond yield broke out of its 36-year downtrend 3rd Quarter Review US stocks had a solid 3rd...
by | | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing
Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea. Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
by | | Featured Posts, Financial Planning, News
1st Thing to Know – Parts vs. Plans You are standing behind someone in line at the pharmacy. The pharmacist is asking for his Medicare prescription card and the customer provides it. The pharmacist says the prescription will be $150. The patient is shocked and says he...
by | | Featured Posts, Financial Planning, Freedom, Retirement Investing
A lot of entrepreneurs and small business owners are focused on growing their business (as they should be). However, sometimes business owners are so preoccupied with growing their business that they forget to save for their retirement. Consider a small business...
