When finances are a source of stress, financial freedom can feel out of reach. Paul’s journey to becoming a financial advisor began with his own struggles and desire for a better future. Growing up with limited resources, he didn’t have access to tools that build...
By The AllGen Team As you get ready to cast your vote, it’s important to remember that inflation and economic trends have a more direct impact on market returns than election results. Most people don’t realize how the presidential election impacts the economy—and more...
Read through the blog here, or skip to our Florida Prepaid video below. Many parents are wondering if they should get a Florida Prepaid Plan or another type of savings plan for their children’s college education. The enrollment period is from February 1 through April...
With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is that it depends on your specific needs and what you are looking...
The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
Read through the blog here, or skip to our Charitable Planning With a DAF video below. We are big fans of charitable giving as it allows you to really make a difference in the world – especially on causes you are passionate about. You can donate your time,...
