What are some Last-Minute Tax Advantages for the 2016 Tax Year? With the 2016 tax deadline quickly approaching, we have a few tax advantages that we thought would be worth the mention. In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán of...
How to teach my children about finances – Part 1 – “Work-For-Pay” Mentality In accordance with our vision of seeing a society that is financially wise, we wanted to parents about the younger generations. In this episode of Allgen’s...
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...
How Do I Invest in My 401k to Save the Most Money? Have you ever started a new job and then gotten the forms to enroll in the 401k that your company offers, only to find out you know little to nothing about the funds being presented to you? Well, we’ve felt your...
State of the Economy after Election. The days after the election have left quite a few people with a lot of questions about the market. We want to update you on what you can expect from the market and how we are responding. Our investment philosophy is to manage risk...
