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6 days ago

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.

Money Lessons from a Pandemic: What will this generation take away?

Jeran Van Alfen, CFP®

Mar 19

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.

How to Use Retirement Savings for a Tax Deduction

Jeran Van Alfen, CFP®

Mar 6

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.

This Time it's Different (but stick to your plan!)

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

The Essentials: 3 Things to Consider During Open Enrollment

Jeran Van Alfen, CFP®

Nov 8, 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...

How to Avoid a Spike in Medicare Premiums

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.

3 Steps to Determine How Much Life Insurance You Need

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

5 Money Habits to Keep from Your Lockdown

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 31, 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.

5 Questions Your Financial Plan Should Answer About Health Care

Jeran Van Alfen, CFP®

May 31, 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.

What to know before taking a 401(k) Withdrawal (Updated with CARES Act Provisions)

Jeran Van Alfen, CFP®

May 15, 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 1, 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:

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