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If You Love Someone, Buy Life Insurance
Early in my career, I was told that there are two reasons why you buy life insurance. Either 1) you love someone or 2) you owe someone money

Jeran Van Alfen, CFP®
Sep 23, 2024


Cash Safety Memo
The collapse of Silicon Valley Bank left many questioning the safety of their bank deposits and what they can do to protect themselves...

Jeran Van Alfen, CFP®
Apr 15, 2023


Are Annuities a Bad Deal?
Annuities get a bad rap and for some there are very good reasons this is so. However, annuities do serve a purpose.

Jeran Van Alfen, CFP®
Oct 8, 2022


The Essentials: 3 Things to Consider During Open Enrollment
It’s November and most likely your company is in open enrollment right now. This is a good time to evaluate the upcoming year and plan...

Jeran Van Alfen, CFP®
Nov 7, 2020


How to Avoid a Spike in Medicare Premiums
The state of our healthcare system continues to be a stress on retirement budgets, and it is important to plan ahead

Jeran Van Alfen, CFP®
Oct 15, 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
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