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
Are You Ready To Retire?

Are You Ready To Retire?

by AllGen Financial | May 10, 2024 | Featured Posts, Retirement Investing, Retirement Planning

Read through the blog here, or skip to our Retirement Planning: Are You Ready To Retire? video below. How do you know when you are ready to retire? While it can be different for each person, everyone has to take into account both how much you’ll be spending to...
January Is Financial Wellness Month

January Is Financial Wellness Month

by Proldan | Jan 12, 2024 | Featured Posts, Financial Planning, Formation, Foundation, Freedom, Retirement Investing, Tax Planning

The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
How will the new Trump Administration affect my finances?

How will the new Trump Administration affect my finances?

by Jmartin | Feb 8, 2017 | Allgen's Money Minute, Company News, YouTube Videos

This is a great question, and one we are hearing more frequently lately. Our goal with this episode is not to take sides or get political. Our intention is to motivate you to focus on your own personal situation, your journey, and your finances – the “My...
Setting S.M.A.R.T Goals

Setting S.M.A.R.T Goals

by Jmartin | Jan 11, 2017 | Allgen's Money Minute, Company News, YouTube Videos

Happy New Year! In this Allgen’s #MoneyMinute we wanted to talk with you about HOW to set goals when it comes to financial aspect of your life. Take a listen to what Jason and Paul have to teach about goal setting in your life. Want to keep receiving Allgen’s...
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...
« 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