by Proldan | Jun 18, 2025 | 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...
by Proldan | Jun 9, 2025 | Uncategorized
We are excited to share an important update as part of our ongoing commitment to optimizing your investment portfolio while remaining true to our core philosophy: managing risk first and striving to outperform the market net of fees over a full market cycle....
by Proldan | May 20, 2025 | Retirement Planning
By Paul Roldan, CFP® For many investors, one common drawback to contributing to a standard employer-sponsored retirement plan is the limited number of investment options available to participants. While plans have improved over the past decade in allowing a wider menu...
by Proldan | May 8, 2025 | Retirement Investing, Retirement Planning
By Paul Roldan, CFP® You’ve done the hard part: accumulating your retirement savings. Maybe you’ve recently transitioned out of an employee stock ownership plan (ESOP), sold a business, received an inheritance, or are ready to use your 401(k). Now you’re facing a new...
by Proldan | May 6, 2025 | Financial Planning
Starting or running a small business comes with excitement as well as a lot of financial responsibility. Many entrepreneurs underestimate what it takes to build a strong financial foundation, both personally and for their business. To help business owners avoid common...
