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Spotlight – Financial Freedom: Wealth Preservation

Spotlight – Financial Freedom: Wealth Preservation

by Amanda Shaffer | Apr 16, 2019 | Allgen, Company News, Featured Posts, Financial Planning, Freedom, Learn How To Invest, Retirement Investing

At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
Reduce your 2018 Tax Bill with Year End Savings

Reduce your 2018 Tax Bill with Year End Savings

by Amanda Shaffer | Dec 13, 2018 | Allgen's Money Minute, Featured Posts, Financial Planning, Retirement Investing

At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busy working season (retailers, accountants, financial advisors). But before we close out the year, let’s not overlook the opportunities that can help with our final tax...
Annuities – Good Investment or Rip off?

Annuities – Good Investment or Rip off?

by Amanda Shaffer | Oct 1, 2018 | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing

 Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea.  Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
Small Business Retirement Plans

Small Business Retirement Plans

by Amanda Shaffer | May 18, 2018 | Featured Posts, Financial Planning, Freedom, Retirement Investing

A lot of entrepreneurs and small business owners are focused on growing their business (as they should be).  However, sometimes business owners are so preoccupied with growing their business that they forget to save for their retirement.   Consider a small business...
Financial Freedom Planning is the new Retirement Planning

Financial Freedom Planning is the new Retirement Planning

by Amanda Shaffer | Apr 20, 2018 | Featured Posts, Financial Planning, Freedom, Retirement Investing

Freedom Planning Mindset Do you remember how it felt to look at the world and believe anything was possible?  Can you remember feeling the freedom to chase your aspirations, free from fear and doubt? As you read this, let’s explore your imagination and wander to those...
Feeling Insecure about Social Security? Here’s the Deal.

Feeling Insecure about Social Security? Here’s the Deal.

by Amanda Shaffer | Jul 5, 2017 | Company News, Financial Planning, Formation, Retirement Investing, Social Security

Should I take social security benefits early, delayed, or exactly at my retirement age? This depends on your circumstances, other portfolio assets, cash flow needs, and health. If you are expecting to live a long time (based on family history and individual health)...
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