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March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

by AllGen Financial | Mar 16, 2023 | Company News, Featured Posts, From the Trade Desk, Industry News, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s March 2023 Market Update video below. The History that Led to Bank Failures in 2023 To properly understand the recent events in the banking sector, specifically the failure of Silicon Valley Bank (SVB),...
Tax Planning Can Offer Greater Rewards Than a Tax Refund

Tax Planning Can Offer Greater Rewards Than a Tax Refund

by AllGen Financial | Mar 9, 2023 | Tax Planning

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...
Components of Financial Freedom: Taxes

Components of Financial Freedom: Taxes

by AllGen Financial | Mar 6, 2023 | AllGen Academy, Components of Financial Freedom, Formation, Tax Planning

Read through this post on how taxes impact retirement planning and Financial Freedom or skip to the AllGen Academy taxes video below. Taxes Though taxes may not be a fun topic to discuss, they can significantly impact your Financial Freedom plan. Not accounting for...
Components of Financial Freedom: Inflation

Components of Financial Freedom: Inflation

by AllGen Financial | Feb 27, 2023 | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how inflation impacts retirement planning and Financial Freedom or skip to the AllGen Academy inflation video below. Inflation Inflation is a critical part of planning for Financial Freedom. As we discussed in the previous lesson, anticipated...
Components of Financial Freedom: Lifestyle

Components of Financial Freedom: Lifestyle

by AllGen Financial | Feb 22, 2023 | AllGen Academy, Components of Financial Freedom, Formation

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...
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