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Student Loan Payments to Restart

Student Loan Payments to Restart

by AllGen Financial | Jun 21, 2023 | Financial Planning, Formation, Foundation, Industry News

Key Takeaways: The student loan payment pause from the pandemic will end on September 1st – meaning payments will be due October 2023. We want to make sure that all of our clients with student loans are prepared and have adjusted their spending plans to account...
Components of Financial Freedom: Accumulated Assets

Components of Financial Freedom: Accumulated Assets

by AllGen Financial | May 1, 2023 | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy accumulated assets video below. The final and probably most common component of Financial Freedom is accumulated assets, the lump sum that you have...
Mortgage Payoff Calculator Tutorial

Mortgage Payoff Calculator Tutorial

by AllGen Financial | Nov 29, 2022 | AllGen Academy, Formation, Homebuying

If you’ve already bought a home and are currently working on paying off your mortgage, you’ll want to see how any change to your monthly payments or an extra payment could impact your mortgage over its lifetime. You can click here to download our mortgage...
Mortgage Affordability Calculator Tutorial

Mortgage Affordability Calculator Tutorial

by AllGen Financial | Nov 3, 2022 | AllGen Academy, Foundation, Homebuying

Before you buy a home, it’s important to determine just how much home you can afford. You’ll need to figure out both how much of a down payment you’ll need to avoid PMI as well as how much you can afford per month to pay off the mortgage. Our...
College Funding Calculator Tutorial

College Funding Calculator Tutorial

by AllGen Financial | Sep 15, 2022 | AllGen Academy, Financial Planning, Formation

There are several different vehicles that you can use for college savings. (View our previous college funding blog for more info on your options!) Once you have decided which savings option is the best for you, the next step is to determine how much money you need to...
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