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...
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...
Many look forward to getting a tax refund every year. It can feel great to have a sudden influx of cash from the government that you can use to pay off some debt, save toward a goal, invest, or even just buy something fun for yourself. However, if you’re getting a...
AllGen’s Financial Analyst Ryan Staton is back with more information about tax-loss harvesting and how it can be used to mitigate taxes from realized capital gains. Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate...
AllGen’s Co-Founder Jason Martin is back with a special year-end video about tax-loss harvesting and how it can be used to mitigate taxes from realized capital gains. What Is Tax-Loss Harvesting? Tax-loss harvesting is the selling of securities at a loss...
