Read through this post on how your desired lifestyle impacts retirement planning or skip to the AllGen Academy retirement lifestyle video below. Lifestyle in Financial Freedom One of the first steps in creating your Financial Freedom plan is to define how much you’ll...
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...
Read through this post on net worth statements or skip to the AllGen Academy net worth statements video below. Be sure to download the net worth statement template as well! What Is a Net Worth Statement? The Net Worth Statement tells us how healthy you are financially...
Read through this post on mutual funds and ETFs or skip to the AllGen Academy mutual funds video below. Mutual Funds and Exchange Traded Funds Funds were created to help the average investor own stocks, bonds, and other investments without having to pick individual...
Read through this post on cash, cash equivalents, & alternatives or skip to the AllGen Academy cash equivalents video below. A third major asset class is Cash and Cash Equivalents, which consists of: Checking and savings accounts Money markets Bank reserves Super...
Read through this post on bonds or skip to the AllGen Academy bonds video below. Another common asset class in investing is called Bonds, fixed-income instruments where an investor lends money to a borrower in exchange for a stream of interest payments over a defined...
