by | | Charitable GIving, Financial Planning, Tax Planning
Read through the blog here, or skip to our Charitable Planning With a DAF video below. We are big fans of charitable giving as it allows you to really make a difference in the world – especially on causes you are passionate about. You can donate your time,...
by | | Allgen's Money Minute, Estate Planning, Featured Posts, Financial Planning, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five most common mistakes people make that prevent them from reaching Financial Freedom. (A little hint – Financial...
by | | Allgen's Money Minute, Featured Posts, Learn How To Invest, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five biggest investing mistakes individuals make when they go the DIY route. (A little hint – Your portfolio has to be...
by | | Allgen's Money Minute, Featured Posts, Financial Planning, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss what to expect with the third stimulus package and provide a few thoughts on how to use your third stimulus check. You can find more...
by | | Allgen's Money Minute, Featured Posts
In this episode of AllGen’s #MoneyMinute, Paul and Jason discuss what to expect with the second stimulus package and what you can do with your second stimulus check. You can find more information about your second stimulus check via the IRS website here:...
