Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy accumulated assets video below. The final and probably most common component of Financial Freedom is accumulated assets, the lump sum that you have...
If you’ve already bought a home and are currently working on paying off your mortgage, you’ll want to see how any change to your monthly payments or an extra payment could impact your mortgage over its lifetime. You can click here to download our mortgage...
Determining exactly how much home you can afford is an important step in the home-buying process. Before you buy a house, you’ll need to figure out how much mortgage you can afford each month as well as how much of a downpayment you would need to avoid having to...
Before you buy a home, it’s important to determine just how much home you can afford. You’ll need to figure out both how much of a down payment you’ll need to avoid PMI as well as how much you can afford per month to pay off the mortgage. Our...
“Should I invest in an annuity?” We have clients who walk into our office with annuities and ask for help to get out of them. Unfortunately that’s a common theme with these annuities. You get stuck. Jason and Paul discuss more in depth about what...
