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Financial Planning Strategy Deadlines You Need To Know

Financial Planning Strategy Deadlines You Need To Know

by AllGen Financial | Nov 14, 2023 | Featured Posts, Financial Planning

Missing a financial deadline can have negative consequences on your finances that go beyond just paying penalties. For example, if you don’t set up a solo 401(k) by the tax filing deadline, then you could miss out on an entire year of retirement savings and the...
Market Commentary 3rd Quarter 2012

Market Commentary 3rd Quarter 2012

by Jmartin | Jul 16, 2012 | Formation, Foundation, Freedom, Market Commentary

The Markets The first half of 2012 is on the books.  Our beginning of the year defensive posture came into play as equity markets pulled back substantially during the 2nd quarter falling 7.13% (as measured by the Morningstar aggressive equity portfolio). ...

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