by | | Allgen, Estate Planning, Featured Posts, Financial Planning, Homebuying, Industry News
After a major hurricane hits Florida, thousands of people are faced with having to clean up and repair the damage caused by the storm. This also means filing claims with insurance companies and hoping that they’ll pay enough to cover the costs of the repairs. Hiring a...
by | | AllGen Academy, Estate Planning, Financial Planning, Foundation
What Is an Estate Plan? An estate plan is a method for prescribing your wishes in the event of your death or incapacitation. A proper estate plan includes the following: Will/Trust – Communicates your wishes for how assets should be transferred after your death,...
by | | Company News, Estate Planning, Featured Posts, Financial Planning, Formation, Foundation, Freedom, Learn How To Invest, Retirement Investing
If you’re thinking about moving, you’re not the only one. Since COVID-19 has increased the number of jobs that can be done remotely, people don’t have to live in the same city as their employers anymore. Many people are considering relocating for financial reasons....
by | | Allgen's Money Minute, Estate Planning, Featured Posts, Financial Planning, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five most common mistakes people make that prevent them from reaching Financial Freedom. (A little hint – Financial...
by | | Company News, Estate Planning, Featured Posts, Financial Planning, Freedom
And just like that – half of 2017 is gone. We entered the year expecting changes due to political and social movement. And while many may say that the anticipated changes have not yet fully manifested themselves, we have witnessed change at Allgen. Among these...
by | | Allgen's Money Minute, Company News, Estate Planning, Financial Planning, Retirement Investing
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...
