by Jmartin | Apr 20, 2017 | Allgen's Money Minute, Learn How To Invest, Retirement Investing
“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...
by Jmartin | Mar 29, 2017 | Allgen's Money Minute, Estate Planning, Financial Planning, Learn How To Invest, Retirement Investing
What are some Last-Minute Tax Advantages for the 2016 Tax Year? With the 2016 tax deadline quickly approaching, we have a few tax advantages that we thought would be worth the mention. In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán of...
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...
by Jmartin | Jan 4, 2017 | Allgen's Money Minute, Financial Planning, Retirement Investing, YouTube Videos
How Do I Invest in My 401k to Save the Most Money? Have you ever started a new job and then gotten the forms to enroll in the 401k that your company offers, only to find out you know little to nothing about the funds being presented to you? Well, we’ve felt your...
by Jmartin | Nov 10, 2016 | Featured Posts, Industry News, Market Commentary, Retirement Investing, YouTube Videos
State of the Economy after Election. The days after the election have left quite a few people with a lot of questions about the market. We want to update you on what you can expect from the market and how we are responding. Our investment philosophy is to manage risk...
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...
