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
The Best Expense Tracker and Budget Planner Apps for 2024

The Best Expense Tracker and Budget Planner Apps for 2024

by AllGen Financial | Feb 21, 2024 | Featured Posts, Financial Planning

With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is that it depends on your specific needs and what you are looking...
College Funding Calculator Tutorial

College Funding Calculator Tutorial

by AllGen Financial | Sep 15, 2022 | AllGen Academy, Financial Planning, Formation

There are several different vehicles that you can use for college savings. (View our previous college funding blog for more info on your options!) Once you have decided which savings option is the best for you, the next step is to determine how much money you need to...
How to Establish College Funding

How to Establish College Funding

by AllGen Financial | Sep 7, 2022 | Allgen, AllGen Academy, Financial Planning, Foundation, Maximizing Your Investments

What Is College Funding? College education is a significant expenditure for most consumers. Recent statistics show that the average student loan debt is $46,459 per person1. For the 2020-2021 school year, a public four-year degree from an in-state institution costs...
How To Establish An Emergency Fund

How To Establish An Emergency Fund

by AllGen Financial | May 17, 2022 | AllGen Academy, Financial Planning, Foundation

What Is an Emergency Fund? An emergency fund is a predetermined amount of cash set aside to cover expenses in case of unforeseen events such as unemployment, disability, illness, automobile repairs, medical deductibles, etc.  An emergency fund is not an investment but...
The 5 BIGGEST Mistakes On Your Path To Financial Freedom!

The 5 BIGGEST Mistakes On Your Path To Financial Freedom!

by AllGen Financial | May 3, 2021 | Allgen's Money Minute, Estate Planning, Featured Posts, Financial Planning, Retirement Investing, YouTube Videos

AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five most common mistakes people make that prevent them from reaching Financial Freedom. (A little hint – Financial...
« Older Entries

Become an #AllGenInsider!


Latest Posts

  • Balancing College Costs and Saving for Retirement
  • Transitioning to ETF-Only Portfolios
  • A Self-Directed Retirement Account? You May Already Have One
  • 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

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