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Components of Financial Freedom: Longevity

Components of Financial Freedom: Longevity

by Amanda Shaffer | Mar 21, 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 longevity video below. Longevity Another major consideration when planning for Financial Freedom is longevity, the number of years you’re...
June 2022 Market Update: Inflation, Fed Strategy, & Effects on Markets

June 2022 Market Update: Inflation, Fed Strategy, & Effects on Markets

by Amanda Shaffer | Jun 16, 2022 | Featured Posts, From the Trade Desk, Market Commentary, Uncategorized

Read through our market commentary here, or skip to Jason’s June 2022 Market Update video below. While stock prices have historically gone up, markets are no stranger to volatility, bear markets, and recessions along the way; 2022 has been a sobering reminder of...
Can I just live off my interest and dividends and not touch my principal during retirement?

Can I just live off my interest and dividends and not touch my principal during retirement?

by Jmartin | Jan 25, 2017 | Allgen's Money Minute, Company News, Formation, YouTube Videos

This is a very common question we run across on the daily. In this episode of Allgen’s #MoneyMinute, Jason and Paul dispel the industry myth and fearful emotions of touching your principal during retirement. If you are interested in running a Monte Carlo...
How much do YOU need to retire?

How much do YOU need to retire?

by Jmartin | Jan 18, 2017 | Allgen's Money Minute, Company News, Financial Planning, Formation, YouTube Videos

Do you know how much you need to retire? This is one of those questions that doesn’t have an easy answer. In this episode of Allgen’s #MoneyMinute, Paul and Jason discuss a few general equations to consider when trying to plan for your retirement. If you...
Can I rollover my old 401k into my current employer?

Can I rollover my old 401k into my current employer?

by Jmartin | Jun 3, 2016 | Allgen's Money Minute, Financial Planning, YouTube Videos

“Can I rollover my old 401k into my current employer?” The short answer is yes, you can rollover your old 401k into your current employer as long as they allow. There are benefits of rolling over your 401k into your current employer, but there are also...
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