407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Financial Planning
    • Investment Management
    • Fiduciary Advice
  • Blog
  • Accounts
    • Morningstar® Client Portal
    • Charles Schwab
    • Wealth Tracker
  • About
  • Contact
Select Page
Spotlight – Financial Freedom: Wealth Preservation

Spotlight – Financial Freedom: Wealth Preservation

by Amanda Shaffer | Apr 16, 2019 | Allgen, Company News, Featured Posts, Financial Planning, Freedom, Learn How To Invest, Retirement Investing

At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
Making College Affordable

Making College Affordable

by Amanda Shaffer | Oct 23, 2018 | Featured Posts, Financial Planning, Formation, Foundation, Learn How To Invest

If you have a junior or senior in high school, then you know it is that time of year to start thinking about college visits, SAT prep, graduation, and how the heck to pay for everything. If you are a parent of a freshman or sophomore, then you are just watching the...
4th Quarter 2017 Market Commentary

4th Quarter 2017 Market Commentary

by Amanda Shaffer | Oct 24, 2017 | Company Events, Featured Posts, Formation, Foundation, Freedom, Learn How To Invest, Market Commentary

The Long and Short of It: Markets continue to rise despite political unrest, natural disasters, and the stock market hitting all-time highs.The strengthening economy could cause inflation which could lead to higher interest rates. 3rd Quarter Review Stocks continued...
4th Quarter 2017 Market Commentary

3rd Quarter 2017 Market Commentary

by Amanda Shaffer | Jul 14, 2017 | Company News, Featured Posts, Formation, Foundation, Freedom, Learn How To Invest, Market Commentary

The Long and Short of It: – International and Emerging markets continue their outperformance – The Federal Reserve plans to reduce bonds potentially having a negative effect on the market and bonds 2nd Quarter Review Stocks continued to plug away in the...
Should I pull money from my IRA?

Should I pull money from my IRA?

by cassy | Apr 20, 2017 | Allgen's Money Minute, Learn How To Invest, Retirement Investing

“Should I pull money from my IRA?is a popular question we’ve been hearing lately. We wanted to tackle this subject with some IRA insight and what happens if you pull money out early. We also wanted to talk about how the Path to Financial Freedom can...
Allgen’s Path to Financial Freedom

Allgen’s Path to Financial Freedom

by cassy | Apr 12, 2017 | Allgen's Money Minute, Estate Planning, Financial Planning, Formation, Foundation, Learn How To Invest

What is “Allgen’s Path to Financial Freedom”?Great question! Let’s Explore.In a lot of our #MoneyMinutes, we reference “Allgen’s Path to Financial Freedom”.  We realize that everyone may not know what the path is or what to...
« Older Entries

Latest Posts

  • Can I Live Off My Dividends and Interest in Retirement?
  • Spotlight – Financial Freedom: Wealth Preservation
  • 2nd Quarter 2019 Market Commentary
  • Eliminate Your Mortgage
  • 1st Quarter 2019 Market Commentary

Categories

  • Allgen
  • Allgen's Money Minute
  • Company Events
  • Company News
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • News
  • Retirement Investing
  • Social Security
  • Success Stories
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2019 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

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