Wealth Management & Finance Blog
4th Quarter 2017 Market Commentary
The Long and Short of It: Markets continue to rise despite political unrest, natural disasters,…
Finish Strong this Fiscal Year: Here’s What You Need to Know
We hope that you are safe and recovering from any damage that Hurricane Irma sent…
College Debt is a Burden
Why do we believe that college debt is a burden to the graduate? At Allgen…
3rd Quarter 2017 Market Commentary
The Long and Short of It: – International and Emerging markets continue their outperformance –…
Allgen Update and Simple Will – July 2017
And just like that – half of 2017 is gone. We entered the year expecting…
Feeling Insecure about Social Security? Here’s the Deal.
Should I take social security benefits early, delayed, or exactly at my retirement age? This…
When should I take social security?
When should I take my social security?? So, you’re about to retire and...
Should I Invest in an annuity?
“Should I invest in an annuity?” We have clients who walk into our office with…
Millennials and Finance
From One Millennial to Another… I wanted to take a few minutes and talk about…
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