by Amanda Shaffer | Apr 16, 2019 | Allgen, Company News, Featured Posts, Financial Planning, Freedom, Learn How To Invest, Retirement Investing
At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
by Amanda Shaffer | Jan 17, 2019 | Featured Posts, Financial Planning
70% of all homeowners have a mortgage. Which means 30% do not.1 If you aspire to be in the latter camp, below are some ideas to accelerate that outcome. At Allgen, we would love for you to have your home paid in full by the time you retire and even sooner, if...
by Amanda Shaffer | Dec 13, 2018 | Allgen's Money Minute, Featured Posts, Financial Planning, Retirement Investing
At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busy working season (retailers, accountants, financial advisors). But before we close out the year, let’s not overlook the opportunities that can help with our final tax...
by Amanda Shaffer | Oct 23, 2018 | Featured Posts, Financial Planning, Formation, Foundation, Learn How To Invest
If you have a junior or senior in high school, then you know it is that time of year to start thinking about college visits, SAT prep, graduation, and how the heck to pay for everything. If you are a parent of a freshman or sophomore, then you are just watching the...
by Amanda Shaffer | Oct 1, 2018 | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing
Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea. Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
by Amanda Shaffer | Jun 27, 2018 | Featured Posts, Financial Planning, News
1st Thing to Know – Parts vs. Plans You are standing behind someone in line at the pharmacy. The pharmacist is asking for his Medicare prescription card and the customer provides it. The pharmacist says the prescription will be $150. The patient is shocked and says he...
