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...
by | | Financial Planning, Formation, Learn How To Invest, Retirement Investing
5 Things to Consider for Retirement Savings Who was this article written for?FoundationFormation Freedom At Allgen, our financial advisors stopped using the term “retirement” because of its implications. Instead, we focus on financial freedom and...
by | | Allgen's Money Minute, Company News, Financial Planning, Formation, YouTube Videos
Do you know how much you need to retire? This is one of those questions that doesn’t have an easy answer. In this episode of Allgen’s #MoneyMinute, Paul and Jason discuss a few general equations to consider when trying to plan for your retirement. If you...
by | | Company News, Financial Planning, Formation, Foundation
Happy New Year! Who is this article for? As we enter another new year, with more new year’s resolutions and plans, we wanted to touch on an important topic to factor into your financial fitness regimen: the Emergency Reserve Fund. This is such a critical step...
by | | Allgen's Money Minute, Financial Planning, Retirement Investing, YouTube Videos
How Do I Invest in My 401k to Save the Most Money? Have you ever started a new job and then gotten the forms to enroll in the 401k that your company offers, only to find out you know little to nothing about the funds being presented to you? Well, we’ve felt your...
