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What Is the SECURE Act and How Does It Affect Me?

What Is the SECURE Act and How Does It Affect Me?

by Amanda Shaffer | Feb 3, 2020 | Allgen, Allgen's Money Minute, Featured Posts, Financial Planning

AllGen #MoneyMinute Recent legislation has put forth the SECURE Act of 2019. The new law brings about several changes that effect both individuals and employers. The SECURE Act went into effect on January 1st, 2020. Below are a few highlights that might affect you...
What Is the SECURE Act and How Does It Affect Me?

Can I Live Off My Dividends and Interest in Retirement?

by Amanda Shaffer | Dec 10, 2019 | Allgen, Allgen's Money Minute, Featured Posts, Formation, Freedom

AllGen #MoneyMinute #FinancialFreedom The short answer is: it depends. In the past, people would amass a nice portfolio and grow it to the point where, in retirement, they could take the dividends and interest generated by the portfolio and live off of that income....
Spotlight – Financial Freedom: Wealth Preservation

Spotlight – Financial Freedom: Wealth Preservation

by Amanda Shaffer | Apr 16, 2019 | Allgen, Company News, Featured Posts, Financial Planning, Freedom, Learn How To Invest, Retirement Investing

At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
2nd Quarter 2019 Market Commentary

2nd Quarter 2019 Market Commentary

by Amanda Shaffer | Apr 11, 2019 | Allgen, Featured Posts, Formation, Foundation, Freedom, Market Commentary

The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recessionCurrent sentiment shows extreme optimism which could be a negative for the marketFed futures pointing to potential rate cuts could be good for bonds 1st Quarter...
Annuities – Good Investment or Rip off?

Annuities – Good Investment or Rip off?

by Amanda Shaffer | Oct 1, 2018 | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing

 Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea.  Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
Tax Cuts and Jobs Act

Tax Cuts and Jobs Act

by Amanda Shaffer | Mar 29, 2018 | Allgen, Allgen's Money Minute, Featured Posts

AKA: “Just give me the low-down” As you have heard by now, Congress passed a new tax bill that goes into effect 2018 until 2025, when it will need to be renewed. Many of you are probably asking yourselves how you will be affected, if at all. While the bill includes a...

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