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
    • Client Portal
    • Charles Schwab
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
Components of Financial Freedom: Longevity

Components of Financial Freedom: Longevity

by AllGen Financial | Mar 21, 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 longevity video below. Longevity Another major consideration when planning for Financial Freedom is longevity, the number of years you’re...
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...
Tax Loss Harvesting

Tax Loss Harvesting

by AllGen Financial | Nov 17, 2022 | Featured Posts, From the Trade Desk, Uncategorized

Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate objective to grow in value or pay income, both of which involve taxes. If an investment is bought at a certain price and sold at a higher price (i.e. stocks), this is...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

by AllGen Financial | Oct 26, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s October 2022 Market Update video below. 2022 has continued to be a very difficult year for investors as the Fed continues to aggressively raise interest rates in efforts to slow down the economy and...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

August 2022 Market Update: Fighting Inflation and Dealing with Fed Rates

by AllGen Financial | Sep 6, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s August 2022 Market Update video below. Tracking US Inflation 2022 has proved challenging for investors as economies grapple with elevated inflation, aggressive Federal Reserve policies, and two...
« Older Entries
Next Entries »

Become an #AllGenInsider!


Latest Posts

  • You Have the Retirement Savings—But Do You Have a Plan to Make Them Last?
  • If I Could Only Teach 3 Financial Lessons to Business Owners
  • AllGen Q2 2025 Market Update | Volatility, Valuations, and Financial Planning Insights
  • 5 Reasons to Partner With a Wealth Manager
  • Millennial Retirement Trends: How to Stay Ahead of the Curve

Categories

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

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

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