by | | Financial Planning
By Paul Roldan, CFP® Long-term financial planning has never been more important than it is today. In times of economic volatility, working to attain financial stability takes center stage. At this point, having a wealth manager on your side can make a huge difference....
by | | Retirement Planning
By Paul Roldan, CFP® Often considered the “generation of change,” Millennials are redefining not just the workplace but also the financial planning landscape, resulting in unique retirement trends. Unlike earlier generations, student loan debt, shifting job markets,...
by | | Fundamentals of Investing, Retirement Investing, Retirement Planning
With all the recent news surrounding Employee Stock Ownership Plans (ESOPs) and retirement planning, we know many employees are wondering how to make the most of their ESOP and avoid common mistakes. To address these concerns, Paul Roldan has created a short video...
by | | Financial Planning
By The AllGen Team Orlando is a unique American city. Benefitting from a strong economy, a steady influx of new residents, and a diverse client base with various financial needs and opportunities, there’s no shortage of Orlando financial advisors. However, you want to...
by | | Retirement Planning
By The AllGen Team Your Employee Stock Ownership Plan (ESOP) is a valuable asset that can contribute significantly to your long-term financial stability. However, major life transitions—such as a company acquisition, career change, or retirement—can impact your ESOP...
