Maximizing Investments 101 Have you ever asked yourself, “How do I get the most out of what I’m investing?” Well, search no further – in Allgen’s #MoneyMinute below, Jason and Paul explain one of many options to maximize investments....
What Should I Do with my Previous Company’s 401k? While you can just leave it alone, the preferred option for managing an old 401k is to roll it into an IRA rollover. You’ll get some great advantages, like more investment options and personal...
Jason Martin, our CIO, shares Allgen’s thoughts about the UK voting to exit the European Union, aka Brexit. While this has caused some uncertainty in the market, Jason talks about how to have a long term mindset vs. emotional investing. Our priority is to manage...
The following is an executive summary by McKinsey & Company on how Baby Boomers will effect the U.S. economy. Executive Summary: June 2008 America’s Baby Boomers have dominated the U.S. economy for more than a quarter-century. MGI research shows that the...
The following is an executive summary by McKinsey & Company on how Baby Boomers will effect the U.S. economy. Executive Summary: June 2008 America’s Baby Boomers have dominated the U.S. economy for more than a quarter-century. MGI research shows that the...
Looking to establish a retirement plan for your company? There are several options to consider such as a 401(k), Safe Harbor 401(k), Profit Sharing Plan, Simplified Employee Pension (SEP), Simple IRA and 403(b). The most popular type of qualified retirement plans is...
