by | | Featured Posts, Financial Planning, Formation, Foundation, Freedom, Retirement Investing, Tax Planning
The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
by | | Company Events, Formation, Foundation, Freedom, Market Commentary
2nd Quarter Market Commentary 2016 The Long and Short of It: The price of oil continues to make headlines causing some to think that the stock market’s performance is at the mercy of oil’s performance. We do not believe that to be the case for U.S. markets....
by | | Company Events, Company News, Learn How To Invest
Giving Students Money Skills for Life Format: Fun & Educational Dates: June 13th – June 17th Time: 9am-12pm each day Location: Discovery Church: 4400 S. Orange Ave, Orlando, FL 32806 || Room 102 & 103 (www.discoverychurch.org) Cost: $55 Allgen Financial...
by | | Company Events, Company News, Industry News
Allgen Financial is thrilled to be participating in the 2016 IOA Corporate 5K at Lake Eola, and we would like to warmly invite the members of our community to join us. We have been participating in this event for the past six years and this time around we are giving...
by | | Company News, Financial Planning
There are various vehicles to save for college. Some are tax advantaged, others have less spending restrictions and others are flexible regarding the investment choices or how much can be contributed. As such, the vehicle of choice depends on individual...
