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Millennials and Finance

Millennials and Finance

by Jmartin | 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 Jmartin | 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, we take...
Allgen’s Path to Financial Freedom

Allgen’s Path to Financial Freedom

by Jmartin | 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 Jmartin | 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...
Cash Flow: What It Means For Financial Planning

Cash Flow: What It Means For Financial Planning

by Jmartin | Oct 26, 2016 | Estate Planning, Financial Planning, Learn How To Invest

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...
4th Quarter 2016 Market Commentary

4th Quarter 2016 Market Commentary

by Jmartin | Oct 26, 2016 | Company News, Estate Planning, Formation, Foundation, Freedom, Learn How To Invest, Market Commentary

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...
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