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
    • Morningstar® Client Portal
    • Charles Schwab
    • RightCapital
    • Wealth Tracker
    • AllGen Academy
  • Contact
Select Page
Student Loan Payments to Restart

Student Loan Payments to Restart

by Amanda Shaffer | Jun 21, 2023 | Financial Planning, Formation, Foundation, Industry News

Key Takeaways: The student loan payment pause from the pandemic will end on September 1st – meaning payments will be due October 2023. We want to make sure that all of our clients with student loans are prepared and have adjusted their spending plans to account...
2023 Outlook for the Fed Funds Rate and What It Means for Investors

2023 Outlook for the Fed Funds Rate and What It Means for Investors

by Amanda Shaffer | Mar 28, 2023 | Featured Posts, From the Trade Desk

Key Takeaways: The recent banking crisis shifted market expectations for the peak Fed funds rate down by 0.75% to around 5.00% since the beginning of March 2023. Long-term yields have started to drop as markets price in a higher likelihood of a recession, which should...
Tax Planning Can Offer Greater Rewards Than a Tax Refund

Tax Planning Can Offer Greater Rewards Than a Tax Refund

by Amanda Shaffer | Mar 9, 2023 | Tax Planning

Many look forward to getting a tax refund every year. It can feel great to have a sudden influx of cash from the government that you can use to pay off some debt, save toward a goal, invest, or even just buy something fun for yourself. However, if you’re getting a...
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: Time Value of Money

Fundamentals of Investing: Time Value of Money

by Amanda Shaffer | Dec 13, 2022 | Allgen, AllGen Academy, Fundamentals of Investing, Uncategorized

Read through this post on compound interest or skip to the AllGen Academy time value of money video below. Don’t forget to download our time value of money calculator to help you determine how much you need to save to be financially free. Perhaps the single most...

Become an #AllGenInsider!


Latest Posts

  • Managing Risk in Your Investments
  • Forgotten 401(k) Retirement Accounts
  • How Should I Invest My 401(k)?
  • July 2023 Market Update: Stock Markets, Dollar Value, Inflation, & More
  • Your Ultimate Guide to FedNow and the Digital Dollar

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • 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
  • Social Security
  • Success Stories
  • Tax Planning
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2023 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

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