Tax Planning - AllGen Financial Advisors, Inc.

5 Smart Tax Strategies for High Earners to Retain Income

By Paul Roldan, CFP® At the time of writing this article, most tax strategies for the previous year are already behind us, but that’s exactly why now is the right moment to start this conversation. Thoughtful tax planning works best when it begins early, allowing you...

9 Tax Moves To Consider Before December 31st

by | | Tax Planning

By Paul Roldan, CFP® As 2025 winds down, let’s take a proactive step to enhance your financial well-being and set the stage for a thriving new year. Tax planning might not feel festive, but smart, strategic moves can absolutely lead to greater financial freedom and...

Tax Planning With a Fluctuating Income

by | | Tax Planning

By The AllGen Team Fluctuating income can make tax planning complicated. Compared to other people who earn consistent salaries, self-employed people, freelancers, and commission-based workers frequently deal with varying revenue throughout the year. Because of this...

January Is Financial Wellness Month

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...

Charitable Planning With a Donor-Advised Fund

by | | Charitable GIving, Financial Planning, Tax Planning

Read through the blog here, or skip to our Charitable Planning With a DAF video below. We are big fans of charitable giving as it allows you to really make a difference in the world – especially on causes you are passionate about. You can donate your time,...

Tax Planning Can Offer Greater Rewards Than a Tax Refund

by | | Tax Planning

Many look forward to getting a tax refund every year. It can feel great to have a sudden influx of cash from the government that you can use to pay off some debt, save toward a goal, invest, or even just buy something fun for yourself. However, if you’re getting a...

5 Smart Tax Strategies for High Earners to Retain Income

9 Tax Moves To Consider Before December 31st

Tax Planning With a Fluctuating Income

January Is Financial Wellness Month

Charitable Planning With a Donor-Advised Fund

Tax Planning Can Offer Greater Rewards Than a Tax Refund

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