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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Allgood Financial Advisory

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Watkinsville, GA
Allgood Financial Advisory

Allgood Financial Advisory is a comprehensive wealth management financial planning firm. For most of our clients we serve as the CFO for your family.

03/30/2023

Parenting can be hard, but teaching your kids about money doesn’t have to be!

Join us for our upcoming webinar: Teaching Your Kids About Money with Carson’s Senior Vice President, Financial Planning and Advanced Solutions Erin Wood and Vice President, NextGen & Advisor Development Programs Julie Ragatz on Thursday, April 6 at 3:00 p.m. CT.

In this webinar, Wood and Ragatz will discuss:

✓ Age-appropriate ways to teach young kids about money
✓ Money management for older kids
✓ How to do a family tree exercise
✓ What parents need to know about checking & savings accounts
✓ Introducing investments
✓ Introducing debt concepts
✓ … and more!

Get tips on effectively teaching kids (of any age) about money management concepts that will benefit them for years to come.

(https://attendee.gotowebinar.com/register/2051344980041720406?source=Allgood+Financial)

03/29/2023

You may feel confident today about your ability to retire early. But would it be reasonable to move forward with that plan? Let's look into some factors you should examine before making a final decision. (https://www.allgood-financial.com/insights/blog/thinking-about-retiring-early-8-things-to-consider-first/)

03/28/2023

Teaching your kids about money early will serve them long into adulthood.

Join us for our upcoming webinar: Teaching Your Kids About Money with Carson’s Senior Vice President, Financial Planning and Advanced Solutions Erin Wood and Vice President, NextGen & Advisor Development Programs Julie Ragatz on Thursday, April 6 at 3:00 p.m. CT.

In this webinar, Wood and Ragatz will discuss:

✓ Age-appropriate ways to teach young kids about money
✓ Money management for older kids
✓ How to do a family tree exercise
✓ What parents need to know about checking & savings accounts
✓ Introducing investments
✓ Introducing debt concepts
✓ … and more!

Get tips on effectively teaching kids (of any age) about money management concepts that will benefit them for years to come.

(http://ow.ly/tg2b50Nt4tn

03/27/2023

Amid historic bank failures, a volatile bond market, and a plunge in crude oil, the Fed announced yet another rate hike. While we’d expect stocks to tumble as a result, it hasn’t happened. Find out why in this week’s market commentary. (https://www.allgood-financial.com/insights/market-commentary/market-commentary-stocks-are-quite-resilient/)

03/16/2023

We still have a few spots left for today’s webinar, “Next Level Retirement” with Carson’s Senior Wealth Planner Tom Fridrich and Wealth Planner Michael Gruidel. Register now and join us at 3:00 p.m. CT. (https://attendee.gotowebinar.com/register/8174548324567022167?source=Allgood+Financial)

03/15/2023

For most of us, the first step in retirement planning is funding an employer-provided 401(k) plan. But where do you go from there? Find four tips to get more out of your 401(k) to better pursue your retirement goals. (https://www.allgood-financial.com/insights/blog/4-tips-to-take-your-401k-to-the-next-level/)

03/14/2023

Join us for a webinar this Thursday at 3:00 p.m. CT to learn about “Next Level Retirement” with Carson’s Senior Wealth Planner Tom Fridrich and Wealth Planner Michael Gruidel.

You’ll hear about:
• Roth Conversion
• Back-Door Roth
• Mega Back-Door Roth
• Deferred Comp
• Equity Comp
• Net Unrealized Appreciation
• …and more!

(http://ow.ly/lGaH50Nh5m6)

03/13/2023

Although bank stocks and the financial industry in general had a bad week, credit markets remained calm. Credit default swaps of large banks didn’t show any signs of stress, suggesting things are contained as of now. Read more in the latest Weekly Market Update. (http://ow.ly/NHtQ50Nh5cA)

01/20/2023

What will Q1 bring? Join Carson Group’s Chief Market Strategist Ryan Detrick for his Q1 Quarterly Market Outlook webinar on Thursday, Jan 26 at 3:00 p.m. CT. He’ll discuss:
• The strong consumer will help the economy avoid a recession.
• Coming off one of the worst years ever for investors, expect better times in 2023 and some more normalcy.
• Inflation should continue to come back to earth, allowing the Fed to end its extremely aggressive hiking policy.
• A potentially weaker US Dollar could add positive tailwinds, specifically add to potential earnings growth.
Don’t miss Q1 insights from Detrick!

[http://ow.ly/QG5250Mv4B2]

01/19/2023

Whether it’s for today or later down the road, know how to reap the benefits of tax-advantaged accounts to help mitigate your tax burden and meet financial goals.

Read more in our blog post on leveraging tax-advantage accounts this year: (https://www.allgood-financial.com/insights/blog/how-to-leverage-tax-advantaged-accounts-in-2023/)

01/19/2023

2023 is headed in the right direction for markets! The S&P 500 is already up 4% this year.

Read more on this in the Weekly Market Update here: (https://www.allgood-financial.com/insights/market-commentary/market-commentary-welcome-2023/)

12/21/2022

Did you see a high-income 2022? Maybe you received a bonus or are considering evaluating your stock options. Be in the know of how it could impact your taxes in our recent blog here: (https://www.allgood-financial.com/insights/blog/charitable-giving-strategies-in-a-high-income-year/)

Address

1361 Jennings Mill Road, Ste 420
Watkinsville, GA
30677

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+17063537215

Website

http://Allgood-Financial.com/

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Allgood Financial Advisory

03/30/2023

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12/21/2022

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