by | | Company News, Financial Planning, Formation, Retirement Investing, Social Security
Should I take social security benefits early, delayed, or exactly at my retirement age? This depends on your circumstances, other portfolio assets, cash flow needs, and health. If you are expecting to live a long time (based on family history and individual health)...
by | | Allgen's Money Minute, Company News, Estate Planning, Financial Planning, Retirement Investing
When should I take my social security?? So, you’re about to retire and are asking “When should I take social security?” Great Question! In this episode of Allgen’s #MoneyMinute, Paul and Jason elaborate on this often-asked question. They talk...
by | | Allgen's Money Minute, Company News, Financial Planning, Retirement Investing, YouTube Videos
“Should I invest in an annuity?” We have clients who walk into our office with annuities and ask for help to get out of them. Unfortunately that’s a common theme with these annuities. You get stuck. Jason and Paul discuss more in depth about what...
by | | Company News, Estate Planning, Financial Planning, Formation, Freedom
Life Insurance Who was this article written for? Foundation Formation Freedom First, let’s discuss what life insurance is. Life insurance provides a payout to beneficiaries of the deceased upon their death. But wait: there is so much more! At Allgen, we take...
by | | Allgen's Money Minute, Estate Planning, Financial Planning, Formation, Foundation, Learn How To Invest
What is “Allgen’s Path to Financial Freedom”?Great question! Let’s Explore.In a lot of our #MoneyMinutes, we reference “Allgen’s Path to Financial Freedom”. We realize that everyone may not know what the path is or what to...
by | | Allgen's Money Minute, Financial Planning, Foundation
How do I get my children through college debt-free? For the parents who have thoughts running through their head such as this, “It’s too late to save for college now; how do I get my children through debt-free?” We know that student loan debt is a...
