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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....
The 5 BIGGEST Mistakes On Your Path To Financial Freedom!

The 5 BIGGEST Mistakes On Your Path To Financial Freedom!

by Amanda Shaffer | May 3, 2021 | Allgen's Money Minute, Estate Planning, Featured Posts, Financial Planning, Retirement Investing, YouTube Videos

AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five most common mistakes people make that prevent them from reaching Financial Freedom. (A little hint – Financial...
The 5 BIGGEST Mistakes On Your Path To Financial Freedom!

Top 5 Investment Mistakes YOU Need To Know!!

by Amanda Shaffer | Apr 21, 2021 | Allgen's Money Minute, Featured Posts, Learn How To Invest, Retirement Investing, YouTube Videos

AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five biggest investing mistakes individuals make when they go the DIY route. (A little hint – Your portfolio has to be...
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...
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