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Can I rollover my old 401k into my current employer?

Can I rollover my old 401k into my current employer?

by | | Allgen's Money Minute, Financial Planning, YouTube Videos

“Can I rollover my old 401k into my current employer?” The short answer is yes, you can rollover your old 401k into your current employer as long as they allow. There are benefits of rolling over your 401k into your current employer, but there are also...
Learn from Prince…Organize your estate before it’s too late

Learn from Prince…Organize your estate before it’s too late

by | | Estate Planning, Financial Planning, Freedom, Industry News

After hearing the tragedy of Prince’s death on April 21st, it has recently been discovered that he also died with no Will…   Organize your estate before it’s too late Using Prince as an example, we wanted to take a moment to touch on why you...
Stop Saving for Retirement? – Financial Planning

Stop Saving for Retirement? – Financial Planning

by | | Company News, Financial Planning, Formation

Congratulations! We have survived a rocky start to 2016. Despite a double digit drop in the market at the beginning of the year, the markets did rebound, and they continue to offer opportunities for growth. Speaking of growth, Allgen was sad to see Ashley, our former...
College Saving Vehicles – Financial Planning

College Saving Vehicles – Financial Planning

by | | Company News, Financial Planning

There are various vehicles to save for college.  Some are tax advantaged, others have less spending restrictions and others are flexible regarding the investment choices or how much can be contributed.  As such, the vehicle of choice depends on individual...
Stop Saving for Retirement? – Financial Planning

Is a College Education Worth the Cost? – Financial Planning

by | | Company News, Financial Planning, Foundation

  Is a College Education Worth the Cost? It depends.  Traditionally pursuing a college education has been a worthy endeavor as it 1) presents the possibility for higher earnings in life; 2) leads to personal development through intellectual discourse and 3) leads...
100 Words On- Toning Up Your Financial Plan

100 Words On- Toning Up Your Financial Plan

by | | Company News, Financial Planning

Toning Up Your Financial Plan This Year When exercising to “tone up” your muscle, you are creating a stronger, more firm muscle. We’re aiming for the same concept when talking about toning up your finances. Toning up a financial plan entails 1) breaking down...
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