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Components of Financial Freedom: Income Sources

Components of Financial Freedom: Income Sources

by Amanda Shaffer | Mar 28, 2023 | AllGen Academy, Components of Financial Freedom, Formation, Freedom, Maximizing Your Investments, Retirement Investing

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy income sources video below. The four components of Financial Freedom we’ve covered so far—lifestyle, inflation, taxes, and longevity—have the...
Annuities – Good Investment or Rip off?

Annuities – Good Investment or Rip off?

by Amanda Shaffer | Oct 1, 2018 | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing

 Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea.  Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
Should I Invest in an annuity?

Should I Invest in an annuity?

by Jmartin | May 3, 2017 | Allgen's Money Minute, Company News, Financial Planning, Retirement Investing, YouTube Videos

“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...

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