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What to Expect When Relocating from New York to Florida

What to Expect When Relocating from New York to Florida

by AllGen Financial | Dec 28, 2022 | Featured Posts, Uncategorized

There’s a lot to like about the Sunshine State. The warm breezes, the beaches, and the easy access to some of the world’s greatest theme parks are all excellent reasons to consider moving to Florida. If you’re currently living in NYC, Florida could also be a good...
Set Up a Solo 401(k) Before the End of the Year

Set Up a Solo 401(k) Before the End of the Year

by AllGen Financial | Dec 6, 2022 | Allgen, Featured Posts, Retirement Investing

Saving for retirement is a must for anyone who is of working age. It’s important to have the right type of retirement account, however, as different types of accounts are available to meet different needs. If you’re a business owner who has no employees, then the solo...
Tax Loss Harvesting

Tax Loss Harvesting

by AllGen Financial | Nov 17, 2022 | Featured Posts, From the Trade Desk, Uncategorized

Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate objective to grow in value or pay income, both of which involve taxes. If an investment is bought at a certain price and sold at a higher price (i.e. stocks), this is...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

by AllGen Financial | Oct 26, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s October 2022 Market Update video below. 2022 has continued to be a very difficult year for investors as the Fed continues to aggressively raise interest rates in efforts to slow down the economy and...
How a Public Insurance Adjuster Can Help You Navigate Insurance Claims

How a Public Insurance Adjuster Can Help You Navigate Insurance Claims

by AllGen Financial | Oct 6, 2022 | Allgen, Estate Planning, Featured Posts, Financial Planning, Homebuying, Industry News

After a major hurricane hits Florida, thousands of people are faced with having to clean up and repair the damage caused by the storm. This also means filing claims with insurance companies and hoping that they’ll pay enough to cover the costs of the repairs. Hiring a...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

August 2022 Market Update: Fighting Inflation and Dealing with Fed Rates

by AllGen Financial | Sep 6, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s August 2022 Market Update video below. Tracking US Inflation 2022 has proved challenging for investors as economies grapple with elevated inflation, aggressive Federal Reserve policies, and two...
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