407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • 401(k) Rollovers
    • Fiduciary Advice
    • Financial Planning
    • Investment Management
  • About
  • Blog
  • Accounts
    • Morningstar® Client Portal
    • Charles Schwab
    • Wealth Tracker
    • AllGen Academy
  • Contact
Select Page
Should I pull money from my IRA?

Should I pull money from my IRA?

by Jmartin | 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...
Last Minute Tax Advantages for 2016 tax year

Last Minute Tax Advantages for 2016 tax year

by Jmartin | Mar 29, 2017 | Allgen's Money Minute, Estate Planning, Financial Planning, Learn How To Invest, Retirement Investing

What are some Last-Minute Tax Advantages for the 2016 Tax Year? With the 2016 tax deadline quickly approaching, we have a few tax advantages that we thought would be worth  the mention. In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán of...
5 Things to Consider When Saving for Retirement

5 Things to Consider When Saving for Retirement

by Jmartin | Jan 31, 2017 | Financial Planning, Formation, Learn How To Invest, Retirement Investing

5 Things to Consider for Retirement Savings Who was this article written for?FoundationFormation Freedom At Allgen, our financial advisors stopped using the term “retirement” because of its implications. Instead, we focus on financial freedom and...
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...
Market Update on the 2016 Presidential Election

Market Update on the 2016 Presidential Election

by Jmartin | Nov 10, 2016 | Featured Posts, Industry News, Market Commentary, Retirement Investing, YouTube Videos

State of the Economy after Election. The days after the election have left quite a few people with a lot of questions about the market. We want to update you on what you can expect from the market and how we are responding. Our investment philosophy is to manage risk...
Active Money Management Vs. Index Investing

Active Money Management Vs. Index Investing

by Jmartin | Nov 9, 2016 | Allgen's Money Minute, Learn How To Invest, Retirement Investing, YouTube Videos

“Is index investing for me, or would active money management be better?” That is the big question being asked throughout the industry recently. In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the differences between the two, to help...
« Older Entries
Next Entries »

Become an #AllGenInsider!

Side Bar Form - Pardot Connected

Latest Posts

  • Risk Management – Under the Hood
  • June 2022 Market Update: Inflation, Fed Strategy, & Effects on Markets
  • How to Start Disability Insurance
  • Dollar Cost Averaging
  • How to Acquire Life Insurance

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • Company Events
  • Company News
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • Maximizing Your Investments
  • News
  • Retirement Investing
  • Social Security
  • Success Stories
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2022 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

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