by | | Financial Planning, Foundation
Why do we believe that college debt is a burden to the graduate? At Allgen we adhere to the principle that a college degree is a great thing if it is in a career that requires a degree and the student can graduate without debt. Why are we so adamant about this? One...
by | | Company News, Estate Planning, Featured Posts, Financial Planning, Freedom
And just like that – half of 2017 is gone. We entered the year expecting changes due to political and social movement. And while many may say that the anticipated changes have not yet fully manifested themselves, we have witnessed change at Allgen. Among these...
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...
