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Eliminate Your Mortgage

Eliminate Your Mortgage

by AllGen Financial | Jan 17, 2019 | Featured Posts, Financial Planning

70% of all homeowners have a mortgage. Which means 30% do not.1 If you aspire to be in the latter camp, below are some ideas to accelerate that outcome. At Allgen, we would love for you to have your home paid in full by the time you retire and even sooner, if...
Reduce your 2018 Tax Bill with Year End Savings

Reduce your 2018 Tax Bill with Year End Savings

by AllGen Financial | Dec 13, 2018 | Allgen's Money Minute, Featured Posts, Financial Planning, Retirement Investing

At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busy working season (retailers, accountants, financial advisors). But before we close out the year, let’s not overlook the opportunities that can help with our final tax...
Making College Affordable

Making College Affordable

by AllGen Financial | Oct 23, 2018 | Featured Posts, Financial Planning, Formation, Foundation, Learn How To Invest

If you have a junior or senior in high school, then you know it is that time of year to start thinking about college visits, SAT prep, graduation, and how the heck to pay for everything. If you are a parent of a freshman or sophomore, then you are just watching the...
Annuities – Good Investment or Rip off?

Annuities – Good Investment or Rip off?

by AllGen Financial | Oct 1, 2018 | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing

 Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea.  Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
ABC’s of Medicare

ABC’s of Medicare

by AllGen Financial | Jun 27, 2018 | Featured Posts, Financial Planning, News

1st Thing to Know – Parts vs. Plans You are standing behind someone in line at the pharmacy. The pharmacist is asking for his Medicare prescription card and the customer provides it. The pharmacist says the prescription will be $150. The patient is shocked and says he...
Small Business Retirement Plans

Small Business Retirement Plans

by AllGen Financial | May 18, 2018 | Featured Posts, Financial Planning, Freedom, Retirement Investing

A lot of entrepreneurs and small business owners are focused on growing their business (as they should be).  However, sometimes business owners are so preoccupied with growing their business that they forget to save for their retirement.   Consider a small business...
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