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...
Read through this post on how to pay off your mortgage or skip to the AllGen Academy paying off your mortgage video below. The final step in the Formation stage on the Path to Financial Freedom is paying off your mortgage. Homeownership can represent one of the most...
Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is...
Changing jobs is a common occurrence. But when you have a 401(k) with your old employer, you have to decide what you want to do with that money. Rolling it over into an IRA is a popular choice. With an IRA, there may be more investment options available to you than...
AllGen Co-Founder Paul Roldán is back with the latest Money Minute segment. Due to social distance practices by the firm, Jason Martin will not be joining Paul for this episode. In this video, Paul discussing the pros and cons of rolling over your 401k with your new...
