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When should I take social security?

When should I take social security?

by Jmartin | May 10, 2017 | 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...
Should I Invest in an annuity?

Should I Invest in an annuity?

by Jmartin | May 3, 2017 | 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...
Life Insurance – Protecting what you have

Life Insurance – Protecting what you have

by Jmartin | Apr 13, 2017 | 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...
Allgen’s Path to Financial Freedom

Allgen’s Path to Financial Freedom

by Jmartin | Apr 12, 2017 | 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...
How to get kids through college debt free

How to get kids through college debt free

by Jmartin | Apr 5, 2017 | 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...
Last Minute Tax Advantages for 2016 tax year

Last Minute Tax Advantages for 2016 tax year

by Jmartin | Mar 29, 2017 | Allgen's Money Minute, Estate Planning, Financial Planning, Learn How To Invest, Retirement Investing

What are some Last-Minute Tax Advantages for the 2016 Tax Year? With the 2016 tax deadline quickly approaching, we have a few tax advantages that we thought would be worth  the mention. In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán of...
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