There’s a lot to like about the Sunshine State. The warm breezes, the beaches, and the easy access to some of the world’s greatest theme parks are all excellent reasons to consider moving to Florida. If you’re currently living in NYC, Florida could also be a good...
Read through this post on compound interest or skip to the AllGen Academy time value of money video below. Don’t forget to download our time value of money calculator to help you determine how much you need to save to be financially free. Perhaps the single most...
AllGen’s Financial Analyst Ryan Staton is back with more information about tax-loss harvesting and how it can be used to mitigate taxes from realized capital gains. Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate...
Read through this post on how to pay off your mortgage or skip to the AllGen Academy paying off your mortgage video below. The final step in the Formation stage on the Path to Financial Freedom is paying off your mortgage. Homeownership can represent one of the most...
Determining exactly how much home you can afford is an important step in the home-buying process. Before you buy a house, you’ll need to figure out how much mortgage you can afford each month as well as how much of a downpayment you would need to avoid having to...
Position Client Service Advisor / Paraplanner Job Overview The Client Service Advisor / Paraplanner (“associate”) is an advisor/support position that provides technical, operational, and administrative support for Financial Advisors. This person plays a key role in...
