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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...
Know Where You Are: Spending Plans

Know Where You Are: Spending Plans

by Amanda Shaffer | Feb 14, 2023 | AllGen Academy, Foundation, Uncategorized

Read through this post on net worth statements or skip to the AllGen Academy spending plans video below. What Is a Spending Plan? A spending plan (or budget) is a framework that tracks all income and expenses coming in and out for a household. It is a guide for the...
Know Where You Are: Net Worth Statements

Know Where You Are: Net Worth Statements

by Amanda Shaffer | Feb 2, 2023 | AllGen Academy, Foundation

Read through this post on net worth statements or skip to the AllGen Academy net worth statements video below. Be sure to download the net worth statement template as well! What Is a Net Worth Statement? The Net Worth Statement tells us how healthy you are financially...
Mortgage Comparison Calculator Tutorial

Mortgage Comparison Calculator Tutorial

by Amanda Shaffer | Nov 15, 2022 | AllGen Academy, Foundation, Homebuying, Uncategorized

Determining exactly how much home you can afford is an important step in the home-buying process. Before you buy a house, you’ll need to figure out how much mortgage you can afford each month as well as how much of a downpayment you would need to avoid having to...
Mortgage Comparison Calculator Tutorial

Mortgage Affordability Calculator Tutorial

by Amanda Shaffer | Nov 3, 2022 | AllGen Academy, Foundation, Homebuying

Before you buy a home, it’s important to determine just how much home you can afford. You’ll need to figure out both how much of a down payment you’ll need to avoid PMI as well as how much you can afford per month to pay off the mortgage. Our...
Mortgage Comparison Calculator Tutorial

Private Mortgage Insurance (PMI)

by Amanda Shaffer | Oct 25, 2022 | AllGen Academy, Financial Planning, Foundation, Homebuying

What Is Private Mortgage Insurance (PMI)? Private mortgage insurance, or PMI, is a type of insurance for your mortgage. If you put down less than 20% on your home when you buy it, you’ll most likely be required to purchase PMI. Although you’re paying for the PMI, it...
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