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Jeran Van Alfen, CFP®
Jan 5, 2020
Five Steps to Reach Your Financial Goals
Whether you are into resolutions or not, the first of the year is a great time to review your financial plan and adjust or make updates.
Jeran Van Alfen, CFP®
Jan 5, 2020
SECURE Act: New Rules for Your Retirement Account
This legislation may affect your retirement plan and your decisions for withdrawals from your retirement account. Here is a brief summary of
Jeran Van Alfen, CFP®
Dec 14, 2019
The Season of Giving
Giving doesn’t have to be monumental. A smile, an embrace, a helping hand when in need.
Jeran Van Alfen, CFP®
Dec 14, 2019
The Essentials: Your Two Greatest Assets
This is not the typical financial planning post but planning for your time and your health are very similar to planning for your money.
Jeran Van Alfen, CFP®
Nov 17, 2019
The Essentials: Sticking To A Plan
Most financial planning involves delayed gratification. Your future self will appreciate your commitment to your purpose, your discipline an
Jeran Van Alfen, CFP®
Nov 17, 2019
Expert Advice or Total Scam?
There are so many marketing schemes designed to get your money and many of these schemes come with credentialed experts attached
Jeran Van Alfen, CFP®
Nov 2, 2019
The Essentials: How the Roth is Your Gamechanger
When it comes to saving for retirement, Roth accounts can make a significant impact on how much control you have over your income and taxes.
Jeran Van Alfen, CFP®
Nov 2, 2019
The Fed's Interest Rate: What It Means For You
The Federal Reserve lowered its benchmark interest rate for the third time this year. In this post, we will discuss what this meas for you.
Jeran Van Alfen, CFP®
Oct 5, 2019
The Essentials: The 50/20/30 Rule
How do you know how much money you can afford to put toward your financial goals? I recommend the 50/30/20 rule
Jeran Van Alfen, CFP®
Oct 5, 2019
3 Ways to Handle Money Stress
Since money will always continue to flow in and out of our lives, here are 3 ideas about how to handle the stress
Jeran Van Alfen, CFP®
Sep 21, 2019
The Essentials: Stash Some Cash
Typically, a good financial plan will help you organize your money and cash flow so that you have cash available when you need it.
Jeran Van Alfen, CFP®
Sep 21, 2019
A Win-Win Investment Philosophy
Portfolio construction is a key value that we provide to help you reach your financial goals
Jeran Van Alfen, CFP®
Aug 31, 2019
The Essentials: It's Time to Review Your Kid's Savings
The kids are back in school and if you have children or grandchildren, you are probably posting the annual photos showing how much they have
Jeran Van Alfen, CFP®
Aug 4, 2019
Marking the Path Ahead
A good financial plan and investment policy should act like a rock cairn when you have critical junctions in your life. In fact, the first p
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