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
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
Setting S.M.A.R.T Goals

Setting S.M.A.R.T Goals

by Jmartin | Jan 11, 2017 | Allgen's Money Minute, Company News, YouTube Videos

Happy New Year! In this Allgen’s #MoneyMinute we wanted to talk with you about HOW to set goals when it comes to financial aspect of your life. Take a listen to what Jason and Paul have to teach about goal setting in your life. Want to keep receiving Allgen’s...
Choosing 401k Investments

Choosing 401k Investments

by Jmartin | Jan 4, 2017 | Allgen's Money Minute, Financial Planning, Retirement Investing, YouTube Videos

How Do I Invest in My 401k to Save the Most Money? Have you ever started a new job and then gotten the forms to enroll in the 401k that your company offers, only to find out you know little to nothing about the funds being presented to you? Well, we’ve felt your...
Self Employed? Year End To-Do’s

Self Employed? Year End To-Do’s

by Jmartin | Dec 29, 2016 | Company News, Financial Planning, Formation

Year End “To-Do’s” for the Self Employed As the end of the year approaches, a self-employed business person should consider the following:   Should I take advantage of a qualified tax deduction through my business? Are my “books” in order? Is my tax structure the...
The Killer of Middle Class – Leasing or Financing a New Car

The Killer of Middle Class – Leasing or Financing a New Car

by Jmartin | Dec 28, 2016 | Allgen's Money Minute, Financial Planning, YouTube Videos

Should I Lease or Finance a New Car? Financing or leasing brand new cars can be a killer when you’re trying to build wealth. Jason and Paul discuss some of the major pain points when purchasing a new car.   Want to keep receiving Allgen’s #MoneyMinute...
Paying Off the Mortgage in Full

Paying Off the Mortgage in Full

by Jmartin | Dec 21, 2016 | Allgen's Money Minute, Company News, Financial Planning

“Should I pay off my mortgage?” “Resoundedly, the answer is…YES!” Paying off your mortgage can have some major bonuses. Check out what  Jason and Paul have to say in this episode of Allgen’s #MoneyMinute.   Want to keep...
« Older Entries
Next Entries »

Become an #AllGenInsider!


Latest Posts

  • A Self-Directed Retirement Account? You May Already Have One
  • You Have the Retirement Savings—But Do You Have a Plan to Make Them Last?
  • If I Could Only Teach 3 Financial Lessons to Business Owners
  • AllGen Q2 2025 Market Update | Volatility, Valuations, and Financial Planning Insights
  • 5 Reasons to Partner With a Wealth Manager

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

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

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