by | | 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,...
by | | 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...
by | | 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...
by | | AllGen Academy, Foundation, Uncategorized
Read through this post on net worth statements or skip to the AllGen Academy spending plans video below. What Is a Spending Plan? A spending plan (or budget) is a framework that tracks all income and expenses coming in and out for a household. It is a guide for the...
