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 changes, we have wished Cassy Morrison farewell in her new
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
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 financial “savvy-ness” is definitely not one. One of the most
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, we take a look at the individual or family’s whole financial picture, and we guide
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
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 Allgen Financial Advisors discuss a few options that may still be
Allgen Update – October 2016 As we enter the last quarter of the 2016, much uncertainty is looming given the upcoming elections, the banking situation in Europe, the Feds potentially increasing interest rates, etc. In these uncertain economic times, it is tempting to blame your financial situation on the economy, especially when the news continually
The Long and Short of It: * While elections can cause uncertainty, statistics show that the most likely outcomes have historically resulted in decent market returns * European banks, namely Deutsche Bank, have been under serious pressure, but we do not believe they are the next Lehman Brothers * Odds favor an interest rate increase
Maximizing Investments 101 Have you ever asked yourself, “How do I get the most out of what I’m investing?” Well, search no further – in Allgen’s #MoneyMinute below, Jason and Paul explain one of many options to maximize investments. Important Disclosures: Advisory services are offered through Allgen Financial Advisors, Inc., a registered investment advisor.
What Information Goes Into a Will? In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the purpose of a simple will and why it’s such a crucial component to your financial picture. You can find more information in the blog post we’ve written here. To keep up with us and our #MoneyMinutes, and