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...
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)...
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...
“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...
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...
“Should I pull money from my IRA?is a popular question we’ve been hearing lately. We wanted to tackle this subject with some IRA insight and what happens if you pull money out early. We also wanted to talk about how the Path to Financial Freedom can...