by Amanda Shaffer | Jul 14, 2017 | 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 cassy | May 10, 2017 | 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...
by cassy | Apr 27, 2017 | Company News, Estate Planning, Featured Posts, Formation, Foundation, Retirement Investing
From One Millennial to Another…I wanted to take a few minutes and talk about something that I think is really pressing amongst the millennial generation: the ‘living for the now’ mindset.While I think Gen Y has a lot to be recognized for, our...
by cassy | Apr 13, 2017 | Company News, Estate Planning, Financial Planning, Formation, Freedom
Life Insurance Who was this article written for? Foundation Formation Freedom First, let’s discuss what life insurance is. Life insurance provides a payout to beneficiaries of the deceased upon their death. But wait: there is so much more! At...
by cassy | Apr 12, 2017 | Allgen's Money Minute, Estate Planning, Financial Planning, Formation, Foundation, Learn How To Invest
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...
by cassy | Mar 29, 2017 | Allgen's Money Minute, Estate Planning, Financial Planning, Learn How To Invest, Retirement Investing
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...