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Charitable Planning With a Donor-Advised Fund

Charitable Planning With a Donor-Advised Fund

by AllGen Financial | Dec 21, 2023 | Charitable GIving, Financial Planning, Tax Planning

Read through the blog here, or skip to our Charitable Planning With a DAF video below. We are big fans of charitable giving as it allows you to really make a difference in the world – especially on causes you are passionate about. You can donate your time,...
Components of Financial Freedom: Taxes

Components of Financial Freedom: Taxes

by AllGen Financial | Mar 6, 2023 | AllGen Academy, Components of Financial Freedom, Formation, Tax Planning

Read through this post on how taxes impact retirement planning and Financial Freedom or skip to the AllGen Academy taxes video below. Taxes Though taxes may not be a fun topic to discuss, they can significantly impact your Financial Freedom plan. Not accounting for...
Self Employed? Year End To-Do’s

Self Employed? Year End To-Do’s

by Jmartin | Dec 29, 2016 | Company News, Financial Planning, Formation

Year End “To-Do’s” for the Self Employed As the end of the year approaches, a self-employed business person should consider the following:   Should I take advantage of a qualified tax deduction through my business? Are my “books” in order? Is my tax structure the...

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