AllGen Financial Advisors, Inc. @AllgenFinancial
News and notes for people of #ALLGENerations in pursuit of #FinancialFreedom. We specialize in Investment Management and Financial Planning. allgenfinancial.com Orlando, FL - Nationwide Joined December 2008-
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Hello #AllGenFamily! AllGen Investment Management Team is back with a Market Commentary covering April's webinar: inflation, housing prices, diversification, and more. Click below to give it a read! 👇 allgenfinancial.com/april-2024-mar… #MarketCommentary #Inflation #Diversification
“The environment is where we all meet; where all have a mutual interest; it is the one thing all of us share.” ~Lady Bird Johnson #EarthDay #HappyEarthDay #EarthDay2024 #MakeADifference
Hello #AllGenFamily! We want to thank everyone who attended our Quarterly Review Webinar today. Whether you'd like to reference some information or if you missed us this time... we've got you covered! Click below to watch the video! 👇 youtu.be/cZ1zVwK1ypE #Webinar
We’re looking for a Client Service Specialist who will provide ongoing support for our team. And who knows our company culture better than our own #AllGenFamily? Click below for more information! 👇️ allgenfinancial.com/allgen-hiring-… #AllGenIsGrowing #NowHiring #ClientServiceSpecialist
📌REMINDER - You're invited! AllGen's Co-Founders, Paul Roldán and Jason Martin, will be hosting a live Quarterly Review #Webinar on Thursday, April 18th, 11 am - 12 pm ET. Live Q&A! Register: us02web.zoom.us/webinar/regist… #MarketUpdate #FinancialPlanning #PersonalFinance
Hello #AllGenFamily! Florida Prepaid has lowered its rates by up to 25% this year! Florida Prepaid's deadline is April 30th, so learn more by asking your financial advisor. Click below to read the blog! 👇 allgenfinancial.com/should-get-flo… #FloridaPrepaid #CollegeEducation #PayForCollege
Just a friendly #AllGenReminder - the tax filing deadline for individuals, sole proprietorships, C corporations, and single-owner LLCs is coming up! #2023Taxes #Taxes #PersonalTaxes #BusinessTaxes *This assumes your business’ fiscal year follows the calendar year.
📌You're invited! AllGen's Co-Founders, Paul Roldán and Jason Martin, will be hosting a live Quarterly Review #Webinar on Thursday, April 18th, 11 am - 12 pm ET. Live Q&A! Register: us02web.zoom.us/webinar/regist… #MarketUpdate #FinancialPlanning #PersonalFinance #FinanceTips
Hello to our #AllGenFamily! April is Financial Literacy Month and we'd like to share our course with you: AllGen Academy, a free resource for increasing financial literacy. Sign up here: academy.allgenfinancial.com #FinancialLiteracy #FinancialLiteracyMonth #FinancialWisdom
Happy Easter to our #AllGenFamily! We hope that your Easter weekend is blessed and spent with loved ones! "Easter spells out beauty, the rare beauty of new life." ~ S.D. Gordon, author and lay minister #HappyEaster #Easter #Easter2024
Hello #AllGenFamily! Co-Founder and CIO Jason Martin, CFP®, CMT is co-leading a 6-week stewardship study alongside Howard Dayton, Founder of Compass, at Discovery Church. We hope to see you there! Click here to register: discoveryfl.churchcenter.com/groups/sand-la… #BiblicalStewardship #Stewardship
Hello #AllGenFamily! Our Co-Founders CIO Jason Martin, CFP®, CMT and CEO Paul Roldán, CFP® are back to discuss legacy planning and how to preserve wealth beyond the first generation. Click below to watch the video. 👇 youtu.be/gU_rvxWozlY #LegacyPlanning #FinancialWisdom
Hola #FamiliaAllGen! Compartimos este video de #MoneyMinuto para responder una pregunta común: ¿Qué es un asesor financiero y qué hace? ¡Haz clíck abajo para ver el video! youtu.be/axDmlvjgFQE #AsesorFinanciero #AsesoríaFinanciera #LibertadFinanciera
Just a friendly #AllGenReminder - the tax filing deadline for multi-member LLCs, S corporations, and partnerships is coming up! #2023Taxes #Taxes #BusinessTaxes *This assumes your business’ fiscal year follows the calendar year.
Here's a friendly reminder to our #AllGenFamily that IRA contribution limits have increased in 2024. Don't miss out on maximizing your retirement savings! If you're under 50, your limit has been raised to $7,000. For individuals over 50, the new limit is $8,000.
Hello #AllGenFamily! Mint is set to close on March 23, 2024, so it's important to find a good replacement to keep your budgeting on track. Here are some good options for a replacement app. Click below to read the blog!👇 allgenfinancial.com/best-expense-t… #MintApp #Finance #BudgetApps
"The best way to predict your future is to create it." – Abraham Lincoln #PresidentsDay #HappyPresidentsDay #Presidents
Hello #AllGenFamily! Here's a throwback video for you about Florida Prepaid and how it can help save you money on college costs. Click below to watch the video! 👇 youtu.be/itINLECkwBc #FloridaPrepaid #PayForCollege #SaveForCollege
Hello #AllGenFamily! Our Co-Founders CIO Jason Martin, CFP®, CMT and CEO Paul Roldán, CFP® are back to discuss the differences between types of 401(k) retirement accounts. Click below to watch the video. 👇 youtu.be/k90Ugjl-dzk #Roth401K #Traditional401K #RetirementPlanning
AllGen's Investment Management Team is back with a Market Commentary covering January's webinar. In case you missed the webinar, click below to give it a read! 👇 allgenfinancial.com/january-2024-i… #MarketUpdate #MarketCommentary #January2024
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"We will remember every rescuer who died in honor. We will remember every family that lives in grief. We will remember the fire and ash, the last phone calls, the funerals of the children.” —former President George W. Bush
Client @AllgenFinancial gives great advice on being debt-free after college: youtu.be/jJVSGDXuZs8
Welcome our new Central Campus Pastor @johntparrott!
How do you teach teens to be Financially Wise? buff.ly/2nGb0TA Here are some great ideas from Jason and Paul of Allgen! #MoneyMinute
"How will the new Trump administration affect my finances?" buff.ly/2knzmA6 Great Question for Allgen's #MoneyMinute!
Retirement: Can I live off my dividends and interest without touching my principal? Allgen's #MoneyMinute buff.ly/2kqkRLo
Last night's Financial Peace University meeting was amazing. Great to see so many people learning about handling money God's way
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@DaveRamsey Not a quote, but jumping off the couch to put the star on the tree.
Took some photos for @AllgenFinancial's client holiday party last night! @ Dr. Phillips House -… instagram.com/p/BNzLKHlDyMA/
Client News: @AllgenFinancial Advisors, Inc. won the 2016 Pacesetter Impact Award!
#Congrats 2016 Pacesetter IMPACT Award goes to Allgen Financial Advisors. @AllgenFinancial #SchwabIMPACT impact.schwab.com/about/awards#
Does the election leave you with financial questions? Our client @AllgenFinancial is here to help: allgenfinancial.com/market-after-e…
Congratulations @AllgenFinancial for winning this year’s #SchwabIMPACT Pacesetter Award!
#Congratulations @AllgenFinancial for winning #schwabimpact Pacesetter award 2016 @fi360
.@AllgenFinancial wins #SchwabIMPACT Pacesetter award.
Congratulations @AllgenFinancial !! 🎉 x.com/mwalno/status/…
#Congratulations @AllgenFinancial for winning #schwabimpact Pacesetter award 2016 @fi360
Way to Go @AllgenFinancial x.com/mwalno/status/…
#Congratulations @AllgenFinancial for winning #schwabimpact Pacesetter award 2016 @fi360
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