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
2nd Quarter 2015 Market Commentary

2nd Quarter 2015 Market Commentary

by | | Company Events, Company News, Formation, Foundation, Freedom, Market Commentary

1st Qtr Review 2015 has been marked by increased volatility, thus far; January and March showed weak returns, with a relatively strong February sandwiched in the middle. The increased volatility helped bonds continue to go higher in the quarter as investors sought...
Financial Planning Update – Sustainable Wealth for All Generations

Financial Planning Update – Sustainable Wealth for All Generations

by | | Company News, Financial Planning, Freedom

You may have heard before that wealth has four phases: accumulation, preservation, distribution, and transfer. There is an order to the flow of money in our lives. Conventional wisdom says to set aside a percentage of our wages and earnings for the long term. Over...
Redeeming The Years- A Story of God’s Covenant Faithfulness

Redeeming The Years- A Story of God’s Covenant Faithfulness

by | | Company News, Success Stories

  by Judy Hubbard Hulsey Have you heard of “Gen 4”? No, not Genesis 4, but Generation 4? If you pick up any business periodical, eventually you will see an article with the abbreviations “Gen 2” and “Gen 3.” The etymology comes from the concept of a patriarch or...
Redeeming The Years- A Story of God’s Covenant Faithfulness

Corporate Tax DEADLINE Monday, March 16th! This is what you need to know.

by | | Company News, Learn How To Invest

The corporate tax filing deadline is this Monday, March 16th. While most tax deduction opportunities for last year have expired, you might still be able to lessen your check to the IRS.   If your company is an S-Corporation and you are looking for a tax deduction...
Redeeming The Years- A Story of God’s Covenant Faithfulness

Join Allgen for the 2015 Lake Eola Corporate 5k

by | | Company Events, Company News

  Allgen is excited about participating in the 2015 IOA Corporate 5K at Lake Eola, and we would like to invite the runners/walkers in our community to join us. We have been participating in this event for the last 5 years. Last year there were over 18,000...
« Older Entries
Next Entries »

Become an #AllGenInsider!


Latest Posts

  • How Much Does Long-Term Care Really Cost in Florida?
  • The One Big Beautiful Bill Act: Does It Affect You?
  • AllGen Q3 2025 Market Update | Dollar Decline, Diversification Wins, and Global Growth Trends
  • Balancing College Costs and Saving for Retirement
  • Transitioning to ETF-Only Portfolios

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