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Jeran Van Alfen, CFP®
Jan 20
2024 Market Outlook Summary
Will 2024 give us the soft landing in the economy that we’ve all been hoping for? While this seems possible there are, as always, risks...
Jeran Van Alfen, CFP®
Dec 15, 2023
Medicare premium increase? Understanding IRMAA and How to Appeal.
Medicare premiums went up this year, but you may have noticed that your Part B and Part D premiums are higher than the standard amounts....
Jeran Van Alfen, CFP®
Dec 15, 2023
The Key Financial Numbers to know for 2024
Make sure to update your financial plan for 2024. Here are some important updates that will affect how much you save, invest, and the...
Jeran Van Alfen, CFP®
Dec 13, 2023
Fed Note: December 13, 2023
At the December meeting, the Federal Reserve Open Market Committee held the Fed funds rate steady at 5.25-5.50%, where it’s stood since...
Jeran Van Alfen, CFP®
Nov 4, 2023
Ask Jeran: Why not keep all my money in cash?
Video Summary: Right now, cash savings options are better than they’ve been in years. Interest rates on high-yield savings accounts and...
Jeran Van Alfen, CFP®
Nov 2, 2023
Fed Note: November 1, 2023
The Federal Reserve Open Market Committee kept the Fed funds rate unchanged today at 5.25-5.50%. The vote was unanimous. The formal...
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