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When should I take social security?

When should I take social security?

by cassy | May 10, 2017 | Allgen's Money Minute, Company News, Estate Planning, Financial Planning, Retirement Investing

When should I take my social security?? So, you’re about to retire and are asking “When should I take social security?” Great Question! In this episode of Allgen’s #MoneyMinute, Paul and Jason elaborate on this often-asked question. They talk...
Should I Invest in an annuity?

Should I Invest in an annuity?

by cassy | May 3, 2017 | Allgen's Money Minute, Company News, Financial Planning, Retirement Investing, YouTube Videos

“Should I invest in an annuity?” We have clients who walk into our office with annuities and ask for help to get out of them. Unfortunately that’s a common theme with these annuities. You get stuck. Jason and Paul discuss more in depth about what...
Millennials and Finance

Millennials and Finance

by cassy | Apr 27, 2017 | Company News, Estate Planning, Featured Posts, Formation, Foundation, Retirement Investing

From One Millennial to Another…I wanted to take a few minutes and talk about something that I think is really pressing amongst the millennial generation: the ‘living for the now’ mindset.While I think Gen Y has a lot to be recognized for, our...
Should I pull money from my IRA?

Should I pull money from my IRA?

by cassy | Apr 20, 2017 | Allgen's Money Minute, Learn How To Invest, Retirement Investing

“Should I pull money from my IRA?is a popular question we’ve been hearing lately. We wanted to tackle this subject with some IRA insight and what happens if you pull money out early. We also wanted to talk about how the Path to Financial Freedom can...
Life Insurance – Protecting what you have

Life Insurance – Protecting what you have

by cassy | Apr 13, 2017 | Company News, Estate Planning, Financial Planning, Formation, Freedom

Life Insurance Who was this article written for? Foundation Formation Freedom First, let’s discuss what life insurance is.    Life insurance provides a payout to beneficiaries of the deceased upon their death. But wait: there is so much more! At...
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