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 assets, the Freedom (preservation) stage focuses on ensuring the assets last your
The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recession Current sentiment shows extreme optimism which could be a negative for the market Fed futures pointing to potential rate cuts could be good for bonds 1st Quarter Review U.S. stocks had one of their strongest quarters since
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 learner on anything finance
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 plethora of changes,