by | | 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...
by | | Allgen's Money Minute, Financial Planning, YouTube Videos
When should I hire a Tax Professional? Answer: When your finances get a little bit more complicated! In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the more complicated matters of your financial picture vs. doing your taxes yourself. Advisory...
by | | Allgen's Money Minute, Financial Planning, YouTube Videos
As we’ve been covering the topic of teaching the next generation to be financially wise, we certainly couldn’t leave out the teens. Jason and Paul talk about an incredible idea that will not only help your teens grow financially smarter, but will also grow...
by | | Allgen's Money Minute, Financial Planning, YouTube Videos
Are children really sponges? Do they really learn what you teach them about money? Do they listen? We put these questions to the test with a few guest stars on this episode of Allgen’s #MoneyMinute. The Roldán and Martin children are answering a few money...
by | | Company News, Financial Planning
Mining your taxes for financial planning opportunities Who was this article written for?FoundationFormation Freedom Many emotions come flooding in around tax season; some dread filing taxes, others fear making a mistake, others are smooth sailing while their CPA works...
by | | Allgen's Money Minute, Company News, Financial Planning, Just for Fun, Learn How To Invest, YouTube Videos
Kids and Finances: What They Need to Learn and What You Need to Know When it comes to your children and money, have you noticed if they are natural spenders? Savers? Are they somewhere in between? In this week’s episode of Allgen’s #MoneyMinute, Jason and...
