Jeran Van Alfen, CFP®
Four Options For Your 401(k) When You Leave Your Job
When you leave a job, it is common for life to shift into a different gear. Sometimes, it feels like GO time and you are running at full...
MAKE A FINANCIAL PLAN BLOG
Search
Jeran Van Alfen, CFP®
- Jan 13
Taking an Annual Financial Inventory
Taking a personal financial inventory at least once per year is an important process to measure your financial progress and help you stay...
Jeran Van Alfen, CFP®
- Aug 7, 2021
Essentials: Are You Following Bad Money Advice?
Have you ever stopped to think about where your money habits have come from? For most of us, we have been given lots of advice over the...
Jeran Van Alfen, CFP®
- Apr 10, 2021
Proposed Tax Changes: What You Need to Know
In the post below, we will discuss what President Biden is proposing, what compromises we may expect, and some ideas of how to plan ahead.
Jeran Van Alfen, CFP®
- Mar 19, 2021
Money Lessons from a Pandemic: What will this generation take away?
With a bright outlook ahead, it seems like a good time to review what financial lessons have been learned from living through a pandemic.
Jeran Van Alfen, CFP®
- Mar 5, 2021
How to Use Retirement Savings for a Tax Deduction
Saving money for retirement is important for your future, but it may also help put more money in your pocket right now.
Jeran Van Alfen, CFP®
- Dec 20, 2020
2021 Social Security Numbers to Know
This month all Social Security recipients should have received a letter notifying them of a 1.3% cost of living adjustment.
Jeran Van Alfen, CFP®
- Dec 20, 2020
This Time it's Different (but stick to your plan!)
While it is important to adapt and adjust, when it comes to finances there are some important fundamentals that you should stick to.
Jeran Van Alfen, CFP®
- Dec 6, 2020
Financial Accounts for Kids
I often get asked, “What is the best way to save for my kids?” Here are a few suggestions to consider when setting up savings for children
Jeran Van Alfen, CFP®
- Dec 6, 2020
Trends Toward Digital Currency
Bitcoin is just one piece of a growing trend toward digital currency. In this post, we discuss some of the benefits and challenges
Jeran Van Alfen, CFP®
- Nov 7, 2020
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®
- Oct 15, 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 4, 2020
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®
- Aug 16, 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 2, 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®
- Jun 28, 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 14, 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®
- May 30, 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.