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....
by Amanda Shaffer | Dec 13, 2018 | Allgen's Money Minute, Featured Posts, Financial Planning, Retirement Investing
At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busy working season (retailers, accountants, financial advisors). But before we close out the year, let’s not overlook the opportunities that can help with our final tax...
by Amanda Shaffer | Oct 17, 2018 | Allgen's Money Minute, Featured Posts, Market Commentary
The Long and Short of It: – The economy is strong, however, bad breadth and negative divergences in the markets could be a warning sign – The trend of the 10-year US Bond yield broke out of its 36-year downtrend 3rd Quarter Review US stocks had a solid 3rd...
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...
by Amanda Shaffer | Apr 19, 2018 | Allgen's Money Minute, Featured Posts, Market Commentary
The Long and Short of It: Increased volatility is causing extreme pessimism, which may be a good thing Trade war fears may be overblown FED is suggesting faster economic growth and higher interest rates 1st Quarter Review Stocks started the year strong in January, but...
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...
