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 bill for 2018. Here are some reminders on how to utilize
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 quarter continuing off their strength from
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 and
The Long and Short of It:Increased volatility is causing extreme pessimism, which may be a good thingTrade war fears may be overblownFED is suggesting faster economic growth and higher interest rates1st Quarter ReviewStocks started the year strong in January, but then pulled back sharply from their recent highs in February and March. Essentially all major
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,
The Long and Short of It: Tax cuts are likely to produce greater after-tax earnings and increase disposable incomes Bitcoin is displaying bubble-like characteristics The FED is signaling 3 rate increases for 2018 4th Quarter Review Stocks finished the year strong in the fourth quarter. Large US stocks led the way, but essentially all major
When should I take my social security??So, you’re about to retire and are asking “When should I take social security?” Great Question!In this episode of Allgen’s #MoneyMinute, Paul and Jason elaborate on this often-asked question. They talk about the appropriate things to consider before requesting for your social security check. If you still have questions
“Should I invest in an annuity?”We have clients who walk into our office with annuities and ask for help to get out of them. Unfortunately that’s a common theme with these annuities. You get stuck. Jason and Paul discuss more in depth about what they are, what to look out for, and if there are
“Should I pull money from my IRA?is a popular question we’ve been hearing lately. We wanted to tackle this subject with some IRA insight and what happens if you pull money out early. We also wanted to talk about how the Path to Financial Freedom can alleviate the need to pull money from your IRA
What is “Allgen’s Path to Financial Freedom”?Great question! Let’s Explore.In a lot of our #MoneyMinutes, we reference “Allgen’s Path to Financial Freedom”. We realize that everyone may not know what the path is or what to think when we reference this financial adventure. In this episode of Allgen’s #MoneyMinute, Jason and Paul will expand on