As we’ve been covering the topic of teaching the next generation to be financially wise, we certainly couldn’t leave out the teens. Jason and Paul talk about an incredible idea that will not only help your teens grow financially smarter, but will also grow...
Are children really sponges? Do they really learn what you teach them about money? Do they listen? We put these questions to the test with a few guest stars on this episode of Allgen’s #MoneyMinute. The Roldán and Martin children are answering a few money...
Mining your taxes for financial planning opportunities Who was this article written for?FoundationFormation Freedom Many emotions come flooding in around tax season; some dread filing taxes, others fear making a mistake, others are smooth sailing while their CPA works...
Kids and Finances: What They Need to Learn and What You Need to Know When it comes to your children and money, have you noticed if they are natural spenders? Savers? Are they somewhere in between? In this week’s episode of Allgen’s #MoneyMinute, Jason and...
5 Things to Consider for Retirement Savings Who was this article written for?FoundationFormation Freedom At Allgen, our financial advisors stopped using the term “retirement” because of its implications. Instead, we focus on financial freedom and...
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...
