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5 Things to Consider When Saving for Retirement

5 Things to Consider When Saving for Retirement

by Jmartin | Jan 31, 2017 | Financial Planning, Formation, Learn How To Invest, Retirement Investing

5 Things to Consider for Retirement Savings Who was this article written for?FoundationFormation Freedom At Allgen, our financial advisors stopped using the term “retirement” because of its implications. Instead, we focus on financial freedom and...
Active Money Management Vs. Index Investing

Active Money Management Vs. Index Investing

by Jmartin | Nov 9, 2016 | Allgen's Money Minute, Learn How To Invest, Retirement Investing, YouTube Videos

“Is index investing for me, or would active money management be better?” That is the big question being asked throughout the industry recently. In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the differences between the two, to help...
Cash Flow: What It Means For Financial Planning

Cash Flow: What It Means For Financial Planning

by Jmartin | Oct 26, 2016 | Estate Planning, Financial Planning, Learn How To Invest

Allgen Update – October 2016 As we enter the last quarter of the 2016, much uncertainty is looming given the upcoming elections, the banking situation in Europe, the Feds potentially increasing interest rates, etc.  In these uncertain economic times, it is tempting to...
4th Quarter 2016 Market Commentary

4th Quarter 2016 Market Commentary

by Jmartin | Oct 26, 2016 | Company News, Estate Planning, Formation, Foundation, Freedom, Learn How To Invest, Market Commentary

The Long and Short of It: * While elections can cause uncertainty, statistics show that the most likely outcomes have historically resulted in decent market returns * European banks, namely Deutsche Bank, have been under serious pressure, but we do not believe they...
Have an old 401k? Here’s what to do with it

Have an old 401k? Here’s what to do with it

by Jmartin | Sep 28, 2016 | Allgen's Money Minute, Company News, Learn How To Invest, Retirement Investing, YouTube Videos

What Should I Do with my Previous Company’s 401k?   While you can just leave it alone, the preferred option for managing an old 401k is to roll it into an IRA rollover. You’ll get some great advantages, like more investment options and personal...
Money Cent$ Camp 2016 at Discovery Church

Money Cent$ Camp 2016 at Discovery Church

by Proldan | Apr 18, 2016 | Company Events, Company News, Learn How To Invest

Giving Students Money Skills for Life Format: Fun & Educational Dates: June 13th – June 17th Time: 9am-12pm each day Location: Discovery Church: 4400 S. Orange Ave, Orlando, FL 32806 || Room 102 & 103 (www.discoverychurch.org) Cost: $55 Allgen Financial...
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