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Last Minute Tax Advantages for 2016 tax year

Last Minute Tax Advantages for 2016 tax year

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...
How much do YOU need to retire?

How much do YOU need to retire?

by Jmartin | Jan 18, 2017 | Allgen's Money Minute, Company News, Financial Planning, Formation, YouTube Videos

Do you know how much you need to retire? This is one of those questions that doesn’t have an easy answer. In this episode of Allgen’s #MoneyMinute, Paul and Jason discuss a few general equations to consider when trying to plan for your retirement. If you...
Setting S.M.A.R.T Goals

Setting S.M.A.R.T Goals

by Jmartin | Jan 11, 2017 | Allgen's Money Minute, Company News, YouTube Videos

Happy New Year! In this Allgen’s #MoneyMinute we wanted to talk with you about HOW to set goals when it comes to financial aspect of your life. Take a listen to what Jason and Paul have to teach about goal setting in your life. Want to keep receiving Allgen’s...
Paying Off the Mortgage in Full

Paying Off the Mortgage in Full

by Jmartin | Dec 21, 2016 | Allgen's Money Minute, Company News, Financial Planning

“Should I pay off my mortgage?” “Resoundedly, the answer is…YES!” Paying off your mortgage can have some major bonuses. Check out what  Jason and Paul have to say in this episode of Allgen’s #MoneyMinute.   Want to keep...
Financial Planning – Charitable Giving

Financial Planning – Charitable Giving

by Proldan | Oct 16, 2015 | Company News, Financial Planning

Financial Planning – Charitable Giving “The best way to find yourself is to lose yourself in the service of others.” – Mahatma Ghandi End of the year financial planning usually entails a conversation about income taxes and some degree of tax planning.  Among the...
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