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Components of Financial Freedom: Income Sources

Components of Financial Freedom: Income Sources

by AllGen Financial | Mar 28, 2023 | AllGen Academy, Components of Financial Freedom, Formation, Freedom, Maximizing Your Investments, Retirement Investing

Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy income sources video below. The four components of Financial Freedom we’ve covered so far—lifestyle, inflation, taxes, and longevity—have the...
Components of Financial Freedom: Inflation

Components of Financial Freedom: Inflation

by AllGen Financial | Feb 27, 2023 | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how inflation impacts retirement planning and Financial Freedom or skip to the AllGen Academy inflation video below. Inflation Inflation is a critical part of planning for Financial Freedom. As we discussed in the previous lesson, anticipated...
Know Where You Are: Net Worth Statements

Know Where You Are: Net Worth Statements

by AllGen Financial | Feb 2, 2023 | AllGen Academy, Foundation

Read through this post on net worth statements or skip to the AllGen Academy net worth statements video below. Be sure to download the net worth statement template as well! What Is a Net Worth Statement? The Net Worth Statement tells us how healthy you are financially...
January 2023 Market Update: Inflation, Housing Prices, and International Stocks

January 2023 Market Update: Inflation, Housing Prices, and International Stocks

by AllGen Financial | Jan 20, 2023 | Company News, Featured Posts, From the Trade Desk, Industry News, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s January 2023 Market Update video below. Nearly every broad market category began 2022 at or near all-time highs. Following COVID-19 shutdowns back in 2020, markets saw record stimulus with uncomfortable...
Fundamentals of Investing: Mutual Funds & ETFs

Fundamentals of Investing: Mutual Funds & ETFs

by AllGen Financial | Jan 12, 2023 | AllGen Academy, Formation, Fundamentals of Investing

Read through this post on mutual funds and ETFs or skip to the AllGen Academy mutual funds video below. Mutual Funds and Exchange Traded Funds Funds were created to help the average investor own stocks, bonds, and other investments without having to pick individual...
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