Starting or running a small business comes with excitement as well as a lot of financial responsibility. Many entrepreneurs underestimate what it takes to build a strong financial foundation, both personally and for their business. To help business owners avoid common...
By Paul Roldan, CFP® Long-term financial planning has never been more important than it is today. In times of economic volatility, working to attain financial stability takes center stage. At this point, having a wealth manager on your side can make a huge difference....
By The AllGen Team Orlando is a unique American city. Benefitting from a strong economy, a steady influx of new residents, and a diverse client base with various financial needs and opportunities, there’s no shortage of Orlando financial advisors. However, you want to...
By The AllGen Team The new year often brings renewed goals. That means it could be time to reassess whether your current financial planning strategy remains an accurate road map for pursuing your ideal financial future. In this article, we discuss the significance of...
When finances are a source of stress, financial freedom can feel out of reach. Paul’s journey to becoming a financial advisor began with his own struggles and desire for a better future. Growing up with limited resources, he didn’t have access to tools that build...
By The AllGen Team As you get ready to cast your vote, it’s important to remember that inflation and economic trends have a more direct impact on market returns than election results. Most people don’t realize how the presidential election impacts the economy—and more...
