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

Should I take a loan from my 401k?

by Jmartin | Jun 10, 2016 | Allgen's Money Minute, Financial Planning, Foundation, YouTube Videos

Should I take a loan from my 401k? Can you, should you, have you? In this episode of Allgen’s #MoneyMinute, Jason Martin and Paul Roldán will discuss the question of borrowing money from your 401k. Click the button below to hear more from Allgen’s...
2nd Quarter 2016 Market Commentary

2nd Quarter 2016 Market Commentary

by Proldan | Apr 22, 2016 | Company Events, Formation, Foundation, Freedom, Market Commentary

2nd Quarter Market Commentary 2016   The Long and Short of It: The price of oil continues to make headlines causing some to think that the stock market’s performance is at the mercy of oil’s performance. We do not believe that to be the case for U.S. markets....
2nd Quarter 2016 Market Commentary

Financial Markets- 1st Quarter 2016

by Proldan | Jan 15, 2016 | Company News, Formation, Foundation, Freedom, Market Commentary

Financial Markets: 1st Quarter 2016 Allgen’s Market Commentary 4th Quarter Review 2015 was a year with increased volatility which caused a lot of fear in the minds of investors. The S&P 500 had it’s the lowest return since 2008 and a diversified portfolio...
Get Financially Fit – Allgen Financial Advisors

Get Financially Fit – Allgen Financial Advisors

by Proldan | Jan 4, 2016 | Company Events, Company News, Financial Planning

Get Financially Fit The beginning of the year represents a clean slate. It’s a perfect time for replacing bad habits with good ones. Your New Year’s resolution may be applying for college, looking for a new job, or getting back into shape. Have you ever...
Financial Planning – Charitable Giving

Financial Planning – Charitable Giving

by Proldan | Oct 16, 2015 | Company News, Financial Planning

Financial Planning – Charitable Giving “The best way to find yourself is to lose yourself in the service of others.” – Mahatma Ghandi End of the year financial planning usually entails a conversation about income taxes and some degree of tax planning.  Among the...
« Older Entries
Next Entries »

Become an #AllGenInsider!


Latest Posts

  • You Have the Retirement Savings—But Do You Have a Plan to Make Them Last?
  • If I Could Only Teach 3 Financial Lessons to Business Owners
  • AllGen Q2 2025 Market Update | Volatility, Valuations, and Financial Planning Insights
  • 5 Reasons to Partner With a Wealth Manager
  • Millennial Retirement Trends: How to Stay Ahead of the Curve

Categories

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

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

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