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5 Things to Consider When Saving for Retirement

5 Things to Consider When Saving for Retirement

by | | Financial Planning, Formation, Learn How To Invest, Retirement Investing

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...
How much do YOU need to retire?

How much do YOU need to retire?

by | | 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...
How to lose that debt weight and build that emergency fund muscle!

How to lose that debt weight and build that emergency fund muscle!

by | | Company News, Financial Planning, Formation, Foundation

Happy New Year! Who is this article for?  As we enter another new year, with more new year’s resolutions and plans, we wanted to touch on an important topic to factor into your financial fitness regimen: the Emergency Reserve Fund. This is such a critical step...
Choosing 401k Investments

Choosing 401k Investments

by | | Allgen's Money Minute, Financial Planning, Retirement Investing, YouTube Videos

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...
Self Employed? Year End To-Do’s

Self Employed? Year End To-Do’s

by | | Company News, Financial Planning, Formation

Year End “To-Do’s” for the Self Employed As the end of the year approaches, a self-employed business person should consider the following:   Should I take advantage of a qualified tax deduction through my business? Are my “books” in order? Is my tax structure the...
The Killer of Middle Class – Leasing or Financing a New Car

The Killer of Middle Class – Leasing or Financing a New Car

by | | Allgen's Money Minute, Financial Planning, YouTube Videos

Should I Lease or Finance a New Car? Financing or leasing brand new cars can be a killer when you’re trying to build wealth. Jason and Paul discuss some of the major pain points when purchasing a new car.   Want to keep receiving Allgen’s #MoneyMinute...
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