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9 Tax Moves To Consider Before December 31st

9 Tax Moves To Consider Before December 31st

by | | Tax Planning

By Paul Roldan, CFP® As 2025 winds down, let’s take a proactive step to enhance your financial well-being and set the stage for a thriving new year. Tax planning might not feel festive, but smart, strategic moves can absolutely lead to greater financial freedom and...
How Much Does Long-Term Care Really Cost in Florida?

How Much Does Long-Term Care Really Cost in Florida?

by | | Estate Planning

By Paul Roldan, CFP® Are you making plans for long-term care in Florida? Our new video breaks down some of the common expenses for various care types, from in-home assistance to nursing facilities. We also explore factors that influence these costs. Learn how to get...
The One Big Beautiful Bill Act: Does It Affect You?

The One Big Beautiful Bill Act: Does It Affect You?

by | | News

   This video highlights some of the most impactful updates from the newly passed tax bill and what they could mean for your financial plan. While the full legislation is extensive, we focus on the changes most relevant to individuals and business owners. Key...
Balancing College Costs and Saving for Retirement

Balancing College Costs and Saving for Retirement

by | | Retirement Planning

By The AllGen Team You might find saving difficult. If that’s the case, thinking about saving for your child’s education and your retirement at the same time might seem overwhelming. However, with planning, starting early, and communicating openly, you can do both...