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Millennials and Finance

Millennials and Finance

by Jmartin | Apr 27, 2017 | Company News, Estate Planning, Featured Posts, Formation, Foundation, Retirement Investing

From One Millennial to Another…I wanted to take a few minutes and talk about something that I think is really pressing amongst the millennial generation: the ‘living for the now’ mindset.While I think Gen Y has a lot to be recognized for, our...
Have an old 401k? Here’s what to do with it

Have an old 401k? Here’s what to do with it

by Jmartin | Sep 28, 2016 | Allgen's Money Minute, Company News, Learn How To Invest, Retirement Investing, YouTube Videos

What Should I Do with my Previous Company’s 401k?   While you can just leave it alone, the preferred option for managing an old 401k is to roll it into an IRA rollover. You’ll get some great advantages, like more investment options and personal...

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