by | | Financial Planning, Retirement Investing, Uncategorized
Key Takeaways: Millions of people across the United States have forgotten 401(k) retirement accounts. Rolling over the 401(k) into an IRA or a new 401(k) can help to maximize your investments. Diversified investment accounts tend to perform much better than those that...
by | | Featured Posts, From the Trade Desk, Uncategorized
Key Takeaways: Your 401(k) or other company retirement plan should be invested based on your unique circumstances like your time horizon and risk profile – not what your friends or co-workers are invested in. Consider investing in a target date fund because it is like...
by | | From the Trade Desk, Market Commentary, Uncategorized
Read through our market commentary here, or skip to Jason’s April 2023 Market Update video below. Investing can be exciting and even thrilling; some even say it’s like riding a rollercoaster. But like most thrill rides out there, they all come with their ups and...
by | | AllGen Academy, Foundation, Uncategorized
Read through this post on net worth statements or skip to the AllGen Academy spending plans video below. What Is a Spending Plan? A spending plan (or budget) is a framework that tracks all income and expenses coming in and out for a household. It is a guide for the...
by | | 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...
by | | Allgen, AllGen Academy, Fundamentals of Investing, Uncategorized
Read through this post on compound interest or skip to the AllGen Academy time value of money video below. Don’t forget to download our time value of money calculator to help you determine how much you need to save to be financially free. Perhaps the single most...
