by Amanda Shaffer | Oct 20, 2020 | Company News, Featured Posts, Financial Planning
Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is...
by Amanda Shaffer | Mar 4, 2020 | Allgen's Money Minute, Featured Posts, Financial Planning, Formation
Many parents are wondering if they should get a Florida Prepaid Plan or another type of savings plan for their children’s college education. The enrollment period is from February 1 through April 30, so now is the time to consider planning ahead and deciding which...
by Amanda Shaffer | Feb 3, 2020 | Allgen, Allgen's Money Minute, Featured Posts, Financial Planning
AllGen #MoneyMinute Recent legislation has put forth the SECURE Act of 2019. The new law brings about several changes that effect both individuals and employers. The SECURE Act went into effect on January 1st, 2020. Below are a few highlights that might affect you...
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 | Mar 13, 2019 | Allgen's Money Minute, Featured Posts, Financial Planning, Formation, Foundation, Freedom, Market Commentary
Jason Martin, Co-Founder of AllGen, is back with another market update! These are the headlines he’ll be discussing due to recent market volatility: ✔️Epidemics are historically short-lived. ✔️ AllGen’s portfolios are positioned defensively. ✔️ Historically,...
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...
