Many look forward to getting a tax refund every year. It can feel great to have a sudden influx of cash from the government that you can use to pay off some debt, save toward a goal, invest, or even just buy something fun for yourself. However, if you’re getting a...
Read through this post on how your desired lifestyle impacts retirement planning or skip to the AllGen Academy retirement lifestyle video below. Lifestyle in Financial Freedom One of the first steps in creating your Financial Freedom plan is to define how much you’ll...
Saving for retirement is a must for anyone who is of working age. It’s important to have the right type of retirement account, however, as different types of accounts are available to meet different needs. If you’re a business owner who has no employees, then the solo...
AllGen #MoneyMinute Recent legislation has put forth the SECURE Act of 2019. The new law brings about several changes that effect both individuals and employers. The SECURE Act went into effect on January 1st, 2020. Below are a few highlights that might affect you...
At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busy working season (retailers, accountants, financial advisors). But before we close out the year, let’s not overlook the opportunities that can help with our final tax...
