by | | AllGen Academy, Financial Planning, Formation
There are several different vehicles that you can use for college savings. (View our previous college funding blog for more info on your options!) Once you have decided which savings option is the best for you, the next step is to determine how much money you need to...
by | | Allgen, AllGen Academy, Financial Planning, Foundation, Maximizing Your Investments
What Is College Funding? College education is a significant expenditure for most consumers. Recent statistics show that the average student loan debt is $46,459 per person1. For the 2020-2021 school year, a public four-year degree from an in-state institution costs...
by | | Allgen, Featured Posts, Financial Planning, From the Trade Desk, Maximizing Your Investments
Inflation Numbers from July 13, 2022 Higher than expected inflation numbers were published on July 13, 2022. US Inflation, which measures the price-change of a basket of goods and services in the US, increased by 9.06% over the 12 months prior to June 30, 2022; a...
by | | AllGen Academy, Estate Planning, Financial Planning, Foundation
What Is an Estate Plan? An estate plan is a method for prescribing your wishes in the event of your death or incapacitation. A proper estate plan includes the following: Will/Trust – Communicates your wishes for how assets should be transferred after your death,...
by | | AllGen Academy, Financial Planning, Foundation
Disclaimer: Due to the large variety of health insurance options available and extensive scope of this topic, we encourage you to consult with a health insurance professional to assess your unique circumstances and health care needs. What Is Health Insurance? Health...
by | | Allgen, Featured Posts, Financial Planning, From the Trade Desk, Maximizing Your Investments
Modern investing technology has put the power of investing into the hands of the masses, giving nearly any individual with an internet connection access to global markets at their fingertips. With almost zero investment experience or industry knowledge, a person can...
