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...
by | | 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 | | 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...
