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...
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...
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)...
by Jmartin | May 10, 2017 | Allgen's Money Minute, Company News, Estate Planning, Financial Planning, Retirement Investing
When should I take my social security?? So, you’re about to retire and are asking “When should I take social security?” Great Question! In this episode of Allgen’s #MoneyMinute, Paul and Jason elaborate on this often-asked question. They talk...
by Jmartin | May 3, 2017 | Allgen's Money Minute, Company News, Financial Planning, Retirement Investing, YouTube Videos
“Should I invest in an annuity?” We have clients who walk into our office with annuities and ask for help to get out of them. Unfortunately that’s a common theme with these annuities. You get stuck. Jason and Paul discuss more in depth about what...
by Jmartin | Apr 27, 2017 | Company News, Estate Planning, Featured Posts, Formation, Foundation, Retirement Investing
From One Millennial to Another…I wanted to take a few minutes and talk about something that I think is really pressing amongst the millennial generation: the ‘living for the now’ mindset.While I think Gen Y has a lot to be recognized for, our...
