by Jmartin | Apr 27, 2016 | Company News, Financial Planning, Formation
Congratulations! We have survived a rocky start to 2016. Despite a double digit drop in the market at the beginning of the year, the markets did rebound, and they continue to offer opportunities for growth. Speaking of growth, Allgen was sad to see Ashley, our former...
by Proldan | Jan 8, 2016 | Company News, Financial Planning
Toning Up Your Financial Plan This Year When exercising to “tone up” your muscle, you are creating a stronger, more firm muscle. We’re aiming for the same concept when talking about toning up your finances. Toning up a financial plan entails 1) breaking down...
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...
by Proldan | Jul 20, 2015 | Company News, Financial Planning
Financial Planning – Sandwich Generation If you are a Baby Boomer or a Gen X’er, chances are you are feeling the squeeze between your kids and your parents/your grandparents. If it provides any comfort, you are not alone. It is estimated that there are 15 to 24...