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What to Do When You’re Relocating to Orlando

What to Do When You’re Relocating to Orlando

by Amanda Shaffer | Sep 30, 2021 | Company News, Estate Planning, Featured Posts, Financial Planning, Formation, Foundation, Freedom, Learn How To Invest, Retirement Investing

If you’re thinking about moving, you’re not the only one. Since COVID-19 has increased the number of jobs that can be done remotely, people don’t have to live in the same city as their employers anymore. Many people are considering relocating for financial reasons....
Should I Get a Florida Prepaid Plan for My Child?

Should I Get a Florida Prepaid Plan for My Child?

by Amanda Shaffer | Mar 4, 2020 | Allgen's Money Minute, Featured Posts, Financial Planning, Formation

Many parents are wondering if they should get a Florida Prepaid Plan or another type of savings plan for their children’s college education. The enrollment period is from February 1 through April 30, so now is the time to consider planning ahead and deciding which...
Should I Get a Florida Prepaid Plan for My Child?

Can I Live Off My Dividends and Interest in Retirement?

by Amanda Shaffer | Dec 10, 2019 | Allgen, Allgen's Money Minute, Featured Posts, Formation, Freedom

AllGen #MoneyMinute #FinancialFreedom The short answer is: it depends. In the past, people would amass a nice portfolio and grow it to the point where, in retirement, they could take the dividends and interest generated by the portfolio and live off of that income....
2nd Quarter 2019 Market Commentary

2nd Quarter 2019 Market Commentary

by Amanda Shaffer | Apr 11, 2019 | Allgen, Featured Posts, Formation, Foundation, Freedom, Market Commentary

The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recessionCurrent sentiment shows extreme optimism which could be a negative for the marketFed futures pointing to potential rate cuts could be good for bonds 1st Quarter...
Market Update: March 13th, 2020

Market Update: March 13th, 2020

by Amanda Shaffer | Mar 13, 2019 | Allgen's Money Minute, Featured Posts, Formation, Foundation, Freedom, Market Commentary

We’ve got another market update from Co-Founder Jason Martin. These are the headlines he’ll be discussing due to recent market volatility and the coronavirus: ✔️Our investment philosophy is to focus on risk first.✔️AllGen’s portfolios are currently defensively...
Market Update: March 13th, 2020

Market Update: February 28th, 2020

by Amanda Shaffer | Mar 13, 2019 | Allgen's Money Minute, Featured Posts, Financial Planning, Formation, Foundation, Freedom, Market Commentary

Jason Martin, Co-Founder of AllGen, is back with another market update! These are the headlines he’ll be discussing due to recent market volatility: ✔️Epidemics are historically short-lived. ✔️ AllGen’s portfolios are positioned defensively. ✔️  Historically,...
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