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Will Rising Taxes Affect You?
In this post, we will discuss how the current tax situation may change and how to take control of your future tax situation.

Jeran Van Alfen, CFP®
Oct 4, 2020


Planning on Social Security?
For most people who are retiring soon, the Social Security program is a key component of their plan for financial independence.

Jeran Van Alfen, CFP®
Aug 16, 2020


Creating a college savings mindset
While you are in the “back to school” mindset, it is a good time to evaluate college savings and consider how to plan for the future.

Jeran Van Alfen, CFP®
Aug 2, 2020


3 Steps to Determine How Much Life Insurance You Need
For a young family in their prime working years, life insurance is essential.

Jeran Van Alfen, CFP®
Jun 28, 2020


Where Should You Put Your Savings?
With the average savings account providing an interest rate of 0.06%, you may need to consider some alternatives

Jeran Van Alfen, CFP®
Jun 28, 2020


Halfway Through 2020: Where Are We Now?
As we approach mid-year in a year that feels like a whirlwind, let’s examine some key information

Jeran Van Alfen, CFP®
Jun 28, 2020


5 Money Habits to Keep from Your Lockdown
I suggest that there are a few habits that you can take from the last few months that may improve your financial progress.

Jeran Van Alfen, CFP®
Jun 14, 2020


Master Your Credit Score
If you are disciplined and understand how your credit score works, you can leverage your purchasing power to fund your financial goals.

Jeran Van Alfen, CFP®
May 30, 2020


5 Questions Your Financial Plan Should Answer About Health Care
In this post, we will discuss 5 health care questions that you need answered before you retire.

Jeran Van Alfen, CFP®
May 30, 2020


What to know before taking a 401(k) Withdrawal (Updated with CARES Act Provisions)
Before you withdraw your retirement money, it is important to understand what options you have and to plan ahead

Jeran Van Alfen, CFP®
May 15, 2020


2020 CARES Act and Your Student Loans
You can take advantage of provisions in the CARES Act to get ahead on your student loans. Here is what you need to know:

Jeran Van Alfen, CFP®
May 1, 2020


Self-Employed? How to Get Paycheck Protection Program Money
If you are self-employed and don’t have payroll, you can still qualify for funds to support your business.

Jeran Van Alfen, CFP®
Apr 27, 2020


A Strategy for Your IRA in 2020: Roth Conversion
How can you use a downturn in the market to your advantage? You could position your assets so that your recovery in the market is tax-free.

Jeran Van Alfen, CFP®
Apr 19, 2020


Resources to Remove Financial Stress
In this post, I have linked to some outside resources to help with finding positivity in times of challenge.

Jeran Van Alfen, CFP®
Apr 5, 2020


Covid-19 CARES ACT Update: How to Get Money for Your Personal Finances
With the passing of the CARES Act, there are resources available for you to help with your personal finances.

Jeran Van Alfen, CFP®
Apr 4, 2020


Money Decisions During Uncertain Times
Here are several items to consider when it comes to managing your money during times of turmoil.

Jeran Van Alfen, CFP®
Mar 28, 2020


Portfolio Building Blocks
Like building construction, portfolio construction utilizes a process of evaluating different parts and bringing them together

Jeran Van Alfen, CFP®
Mar 7, 2020


Essentials: Balance Between Debt Payments and Savings
I recommend saving and paying off debt at the same time whenever possible. Here is a process to reach both of these goals

Jeran Van Alfen, CFP®
Feb 16, 2020


If You Love Someone, Buy Life Insurance
It’s Valentine’s Day weekend and all the expressions of affection have reminded me to write about life insurance.

Jeran Van Alfen, CFP®
Feb 16, 2020


The Essentials: 5 Fundamentals of Investing
While we all can’t be Michael Jordan, most anyone can learn a good jump shot if they practice the fundamentals. The same idea can be applied

Jeran Van Alfen, CFP®
Jan 25, 2020
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