by Amanda Shaffer | May 3, 2021 | Allgen's Money Minute, Estate Planning, Featured Posts, Financial Planning, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five most common mistakes people make that prevent them from reaching Financial Freedom. (A little hint – Financial...
by Amanda Shaffer | Mar 16, 2021 | Allgen's Money Minute, Featured Posts, Financial Planning, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss what to expect with the third stimulus package and provide a few thoughts on how to use your third stimulus check. You can find more...
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...
