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Managing Risk in Your Investments

Managing Risk in Your Investments

by AllGen Financial | Sep 21, 2023 | Allgen, From the Trade Desk, Fundamentals of Investing, Uncategorized

Read through the blog here, or skip to Jason’s Managing Risk in Your Investments video below. Key Takeaways: A portfolio that falls less than the market doesn’t need to beat the market on the upside to outperform over the long run – a portfolio that loses less...
Mortgage Payoff Calculator Tutorial

Mortgage Payoff Calculator Tutorial

by AllGen Financial | Nov 29, 2022 | AllGen Academy, Formation, Homebuying

If you’ve already bought a home and are currently working on paying off your mortgage, you’ll want to see how any change to your monthly payments or an extra payment could impact your mortgage over its lifetime. You can click here to download our mortgage...
Mortgage Comparison Calculator Tutorial

Mortgage Comparison Calculator Tutorial

by AllGen Financial | Nov 15, 2022 | AllGen Academy, Foundation, Homebuying, Uncategorized

Determining exactly how much home you can afford is an important step in the home-buying process. Before you buy a house, you’ll need to figure out how much mortgage you can afford each month as well as how much of a downpayment you would need to avoid having to...
Mortgage Comparison Calculator Tutorial

Mortgage Affordability Calculator Tutorial

by AllGen Financial | Nov 3, 2022 | AllGen Academy, Foundation, Homebuying

Before you buy a home, it’s important to determine just how much home you can afford. You’ll need to figure out both how much of a down payment you’ll need to avoid PMI as well as how much you can afford per month to pay off the mortgage. Our...
College Funding Calculator Tutorial

College Funding Calculator Tutorial

by AllGen Financial | Sep 15, 2022 | AllGen Academy, Financial Planning, Formation

There are several different vehicles that you can use for college savings. (View our previous college funding blog for more info on your options!) Once you have decided which savings option is the best for you, the next step is to determine how much money you need to...
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