by | | Company News, Financial Planning, Freedom
Allgen Update – July 2016 Greetings from Allgen. We hope you are enjoying your summer so far. We say this in light of the events that have transpired (the Pulse shooting in Orlando, the “Brexit”, etc.). Yet, history has taught us that challenging...
by | | Allgen's Money Minute, Financial Planning, Foundation, YouTube Videos
Should I take a loan from my 401k? Can you, should you, have you? In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán will discuss the question of borrowing money from your 401k. Click the button below to hear more from Allgen’s...
by | | Allgen's Money Minute, Financial Planning, YouTube Videos
“Can I rollover my old 401k into my current employer?” The short answer is yes, you can rollover your old 401k into your current employer as long as they allow. There are benefits of rolling over your 401k into your current employer, but there are also...
by | | Estate Planning, Financial Planning, Freedom, Industry News
After hearing the tragedy of Prince’s death on April 21st, it has recently been discovered that he also died with no Will… Organize your estate before it’s too late Using Prince as an example, we wanted to take a moment to touch on why you...
by | | 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...
by | | Company News, Financial Planning
There are various vehicles to save for college. Some are tax advantaged, others have less spending restrictions and others are flexible regarding the investment choices or how much can be contributed. As such, the vehicle of choice depends on individual...
