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...
by | | Financial Planning
By The AllGen Team The new year often brings renewed goals. That means it could be time to reassess whether your current financial planning strategy remains an accurate road map for pursuing your ideal financial future. In this article, we discuss the significance of...
