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Allgen Update and Simple Will – July 2017

Allgen Update and Simple Will – July 2017

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...
When should I take social security?

When should I take social security?

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...
Millennials and Finance

Millennials and Finance

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...
Life Insurance – Protecting what you have

Life Insurance – Protecting what you have

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...
Allgen’s Path to Financial Freedom

Allgen’s Path to Financial Freedom

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...
Last Minute Tax Advantages for 2016 tax year

Last Minute Tax Advantages for 2016 tax year

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...
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