407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Investment Management
    • Financial Planning
    • 401(k) Rollovers
    • Fiduciary Advice
  • About
  • Blog
  • Accounts
    • Client Portal
    • Charles Schwab
    • Altruist
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
Components of Financial Freedom: Longevity

Components of Financial Freedom: Longevity

by | | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy longevity video below. Longevity Another major consideration when planning for Financial Freedom is longevity, the number of years you’re...
What to Expect When Relocating from Chicago to Florida

What to Expect When Relocating from Chicago to Florida

by | | Featured Posts, Financial Planning, Homebuying

There’s a reason that Florida is a popular destination for holidays. It’s sunny and warm (it’s called the Sunshine State for a reason!) and is home to theme parks and gorgeous beaches. It’s also a popular location for people thinking of relocating from Chicago for a...
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 | | 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 | | 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 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...
« Older Entries
Next Entries »

Become an #AllGenInsider!


Latest Posts

  • 5 Smart Tax Strategies for High Earners to Retain Income
  • AllGen Q1 2026 Market Update | Market Outlook: What Investors Need to Know for 2026
  • Smart Charitable Giving: Maximize Your Impact
  • 9 Tax Moves To Consider Before December 31st
  • AllGen Q4 2025 Market Update | Global Growth, Gold’s Surge and Economic Resilience

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • Charitable GIving
  • Company Events
  • Company News
  • Components of Financial Freedom
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • From the Trade Desk
  • Fundamentals of Investing
  • Homebuying
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • Maximizing Your Investments
  • News
  • Retirement Investing
  • Retirement Planning
  • Social Security
  • Success Stories
  • Tax Planning
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2026 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

  • Contact
  • Blog
  • The Services
  • The Path
  • The Team