by Amanda Shaffer | Oct 20, 2020 | Company News, Featured Posts, Financial Planning
Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is...
by Amanda Shaffer | Aug 14, 2020 | Allgen's Money Minute, Featured Posts
Changing jobs is a common occurrence. But when you have a 401(k) with your old employer, you have to decide what you want to do with that money. Rolling it over into an IRA is a popular choice. With an IRA, there may be more investment options available to you than...
by Amanda Shaffer | Jun 23, 2020 | Allgen's Money Minute, Featured Posts
AllGen Co-Founder Paul Roldán is back with the latest Money Minute segment. Due to social distance practices by the firm, Jason Martin will not be joining Paul for this episode. In this video, Paul discussing the pros and cons of rolling over your 401k with your new...
by Amanda Shaffer | May 29, 2020 | Allgen's Money Minute, Featured Posts
AllGen Co-Founder Paul Roldán is back with the latest Money Minute segment. Due to social distance practices by the firm, Jason Martin will not be joining Paul for this episode. In this video, Paul provides an overview of 4 options you have with a 401(k) from a...
