“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...
“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...
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...
How do I get my children through college debt-free? For the parents who have thoughts running through their head such as this, “It’s too late to save for college now; how do I get my children through debt-free?” We know that student loan debt is a...
What are some Last-Minute Tax Advantages for the 2016 Tax Year? With the 2016 tax deadline quickly approaching, we have a few tax advantages that we thought would be worth the mention. In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán of...
When should I hire a Tax Professional? Answer: When your finances get a little bit more complicated! In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the more complicated matters of your financial picture vs. doing your taxes yourself. Advisory...
