Read through our market commentary here, or skip to Jason’s April 2023 Market Update video below. Investing can be exciting and even thrilling; some even say it’s like riding a rollercoaster. But like most thrill rides out there, they all come with their ups and...
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...
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...
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...
AllGen’s Financial Analyst Ryan Staton is back with more information about tax-loss harvesting and how it can be used to mitigate taxes from realized capital gains. Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate...