Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy accumulated assets video below. The final and probably most common component of Financial Freedom is accumulated assets, the lump sum that you have...
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...
Read through this post on cash, cash equivalents, & alternatives or skip to the AllGen Academy cash equivalents video below. A third major asset class is Cash and Cash Equivalents, which consists of: Checking and savings accounts Money markets Bank reserves Super...
Read through this post on stocks or skip to the AllGen Academy stocks video below. When people think of investing, most of them think about the stock market. But what is a stock? A share of stock represents a fractional ownership of a company. For example, if a...
Allgen Update – October 2016 As we enter the last quarter of the 2016, much uncertainty is looming given the upcoming elections, the banking situation in Europe, the Feds potentially increasing interest rates, etc. In these uncertain economic times, it is tempting to...
