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What Should I Do With My 401(k) From My Previous Employer?

What Should I Do With My 401(k) From My Previous Employer?

by AllGen Financial | 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...
What Should I Do With My 401(k) From My Previous Employer?

Can I Live Off My Dividends and Interest in Retirement?

by AllGen Financial | Dec 10, 2019 | Allgen, Allgen's Money Minute, Featured Posts, Formation, Freedom

AllGen #MoneyMinute #FinancialFreedom The short answer is: it depends. In the past, people would amass a nice portfolio and grow it to the point where, in retirement, they could take the dividends and interest generated by the portfolio and live off of that income....
When should I take social security?

When should I take social security?

by Jmartin | May 10, 2017 | Allgen's Money Minute, Company News, Estate Planning, Financial Planning, Retirement Investing

When should I take my social security?? So, you’re about to retire and are asking “When should I take social security?” Great Question! In this episode of Allgen’s #MoneyMinute, Paul and Jason elaborate on this often-asked question. They talk...
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...
Stop Saving for Retirement? – Financial Planning

Stop Saving for Retirement? – Financial Planning

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...
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