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Components of Financial Freedom: Accumulated Assets

Components of Financial Freedom: Accumulated Assets

by Amanda Shaffer | May 1, 2023 | AllGen Academy, Components of Financial Freedom, Formation

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...
Know Where You Are: Spending Plans

Know Where You Are: Spending Plans

by Amanda Shaffer | Feb 14, 2023 | 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...
Fundamentals of Investing: Cash, Cash Equivalents, & Alternatives

Fundamentals of Investing: Cash, Cash Equivalents, & Alternatives

by Amanda Shaffer | Jan 9, 2023 | AllGen Academy, Formation, Fundamentals of Investing

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...
Fundamentals of Investing: Stocks

Fundamentals of Investing: Stocks

by Amanda Shaffer | Dec 20, 2022 | AllGen Academy, Formation, Fundamentals of Investing

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...
Cash Flow: What It Means For Financial Planning

Cash Flow: What It Means For Financial Planning

by Jmartin | Oct 26, 2016 | Estate Planning, Financial Planning, Learn How To Invest

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...

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