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Student Loan Payments to Restart

Student Loan Payments to Restart

by Amanda Shaffer | Jun 21, 2023 | Financial Planning, Formation, Foundation, Industry News

Key Takeaways: The student loan payment pause from the pandemic will end on September 1st – meaning payments will be due October 2023. We want to make sure that all of our clients with student loans are prepared and have adjusted their spending plans to account...
Four Reasons Why People Fail to Reach Financial Freedom

Four Reasons Why People Fail to Reach Financial Freedom

by Amanda Shaffer | May 30, 2023 | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy video below. The Top 4 Reasons Why People Fail to Reach Financial Freedom Even with good intentions, there are some common mistakes that people make...
Components of Financial Freedom: Accumulated Assets

Components of Financial Freedom: Accumulated Assets

by Amanda Shaffer | May 1, 2023 | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy accumulated assets video below. The final and probably most common component of Financial Freedom is accumulated assets, the lump sum that you have...
Components of Financial Freedom: Income Sources

Components of Financial Freedom: Income Sources

by Amanda Shaffer | Mar 28, 2023 | AllGen Academy, Components of Financial Freedom, Formation, Freedom, Maximizing Your Investments, Retirement Investing

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy income sources video below. The four components of Financial Freedom we’ve covered so far—lifestyle, inflation, taxes, and longevity—have the...
Components of Financial Freedom: Longevity

Components of Financial Freedom: Longevity

by Amanda Shaffer | Mar 21, 2023 | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy longevity video below. Longevity Another major consideration when planning for Financial Freedom is longevity, the number of years you’re...
Components of Financial Freedom: Taxes

Components of Financial Freedom: Taxes

by Amanda Shaffer | Mar 6, 2023 | AllGen Academy, Components of Financial Freedom, Formation, Tax Planning

Read through this post on how taxes impact retirement planning and Financial Freedom or skip to the AllGen Academy taxes video below. Taxes Though taxes may not be a fun topic to discuss, they can significantly impact your Financial Freedom plan. Not accounting for...
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