Allgood Financial

06/01/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

05/25/2026

This Memorial Day, we remember and honor those who gave their lives in service to our country.

We are grateful for their sacrifice and the freedoms it protects.

Wishing you a safe and meaningful holiday.

05/22/2026

Recently, I participated in the PurpleStride Walk/Run supporting pancreatic cancer awareness and research alongside friends, survivors, families, and supporters from across the Nashville community.

One of the reasons this event was especially meaningful to me was the opportunity to walk alongside my longtime friend and former Vanderbilt University colleague, Jay, and his wife Susan, who recently completed successful treatment for pancreatic cancer and was able to participate in the walk as a survivor. Jay and Susan also led Vanderbilt University Medical Center’s top fundraising team for the event, which made the day even more inspiring to be part of.

Thanks to the generosity of family and friends, I was also honored to raise over $1,000 in support of pancreatic cancer research and awareness. Grateful for everyone who contributed, participated, and continues supporting those impacted by this disease.

05/20/2026

College costs continue to rise, but starting early can make a big impact.

Whether you’re considering a 529 plan or exploring other savings strategies, the key is having a plan that fits your family’s goals and timeline.

Even small, consistent contributions can add up over time.

If this is something on your mind, we’re happy to help you think through your options. Learn more at www.allgoodfin.com

05/14/2026

One of the biggest shifts in retirement is going from saving to spending.

Without a plan, it is easy to withdraw too much too soon or not take advantage of tax-efficient strategies.

A thoughtful income plan can help your money last longer and work more efficiently.

Want a second opinion on your income strategy? Let’s talk: www.allgoodfin.com | 331-229-3224

05/10/2026

Today we celebrate the mothers and mother figures who lead with love, faith, and unwavering support.

Thank you for the role you play in shaping families and communities.

Wishing you a happy Mother’s Day!

05/07/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

04/20/2026

April is Financial Literacy Month, a great reminder that learning about money can start early and at home.

Simple ways to begin:
• Let kids help with small purchases and talk through decisions
• Encourage saving with a jar or account for short-term goals
• Give an allowance tied to responsibility, not just spending
• Talk openly about needs vs. wants in everyday moments

These small habits can build confidence and understanding over time.

If you’re thinking about how to create a strong financial foundation for your family, we’re here to help.

Learn more at allgoodfin.com or call 331-229-3224 to get started.

04/09/2026

What $100 Invested in 1928 Would Be Worth Today

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.But what if the most expensive financial decision isn't a bad choice — it's no choice at all?That's what nearly a century of market data suggests. And the numbers are hard to ar...