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
Your Second Stimulus Check: What You Need To Know

Your Second Stimulus Check: What You Need To Know

by AllGen Financial | Jan 11, 2021 | Allgen's Money Minute, Featured Posts

In this episode of AllGen’s #MoneyMinute, Paul and Jason discuss what to expect with the second stimulus package and what you can do with your second stimulus check. You can find more information about your second stimulus check via the IRS website here:...
How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

by AllGen Financial | Oct 20, 2020 | Company News, Featured Posts, Financial Planning

Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is...
Market Update: September 15th, 2020

Market Update: September 15th, 2020

by AllGen Financial | Sep 16, 2020 | Featured Posts, Market Updates

AllGen’s Co-Founder Jason Martin is back with another Market Update! These are the headlines that will be discussed and reviewed relative to the most recent market activity: ✔️Similarities between now and late 1990s. ✔️Warning to day-traders/short-term traders....
Market Update: September 15th, 2020

Market Update: August 26th, 2020

by AllGen Financial | Aug 26, 2020 | Featured Posts, Market Updates

AllGen’s Co-Founder Jason Martin is back with another Market Update! These are the headlines that will be discussed and reviewed relative to the most recent market activity: ✔️US Markets hit all-time highs while COVID cases/deaths hit new short-term lows. ✔️How...
Your Second Stimulus Check: What You Need To Know

401k Rollover Series: How Do I Rollover My 401(k) into an IRA? (Part 1: Basic Rollover)

by AllGen Financial | Aug 14, 2020 | Allgen's Money Minute, Featured Posts

Changing jobs is a common occurrence. But when you have a 401(k) with your old employer, you have to decide what you want to do with that money. Rolling it over into an IRA is a popular choice. With an IRA, there may be more investment options available to you than...
« 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