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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...
Components of Financial Freedom: Accumulated Assets

Components of Financial Freedom: Accumulated Assets

by AllGen Financial | May 1, 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 accumulated assets video below. The final and probably most common component of Financial Freedom is accumulated assets, the lump sum that you have...
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...
Tax Planning Can Offer Greater Rewards Than a Tax Refund

Tax Planning Can Offer Greater Rewards Than a Tax Refund

by AllGen Financial | 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...
Stop Saving for Retirement? – Financial Planning

Stop Saving for Retirement? – Financial Planning

by Jmartin | Apr 27, 2016 | Company News, Financial Planning, Formation

Congratulations! We have survived a rocky start to 2016. Despite a double digit drop in the market at the beginning of the year, the markets did rebound, and they continue to offer opportunities for growth. Speaking of growth, Allgen was sad to see Ashley, our former...
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