Wealth Management & Finance Blog
Fundamentals of Investing: Mutual Funds & ETFs
Read through this post on mutual funds and ETFs or skip to the AllGen Academy…
Fundamentals of Investing: Cash, Cash Equivalents, & Alternatives
Read through this post on cash, cash equivalents, & alternatives or skip to the AllGen…
Fundamentals of Investing: Bonds
Read through this post on bonds or skip to the AllGen Academy bonds video below.…
What to Expect When Relocating from New York to Florida
There’s a lot to like about the Sunshine State. The warm breezes, the beaches, and…
Fundamentals of Investing: Stocks
Read through this post on stocks or skip to the AllGen Academy stocks video below.…
Fundamentals of Investing: Time Value of Money
Read through this post on compound interest or skip to the AllGen Academy time value…
Set Up a Solo 401(k) Before the End of the Year
Saving for retirement is a must for anyone who is of working age. It’s important…
Mortgage Payoff Calculator Tutorial
If you’ve already bought a home and are currently working on paying off your mortgage,…
Tax Loss Harvesting
Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate…



