Jeran Van Alfen, CFP®
Should I Use 401(k) Money to Invest in Crypto?
Cryptocurrencies have continued to gain momentum lately, with recent regulatory approvals of bitcoin ETFs. These rulings broaden access...
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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®
- 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®
- Sep 9, 2023
3 Things You Need to Know About Your 529 College Savings Plan
It is finally sinking in…I have exactly one year until my oldest child is enrolled in college! As I try to push down the emotions that...
Jeran Van Alfen, CFP®
- May 5, 2023
3 Things to Know When Financial Planning for College
Financial planning for college is an important process. I have had many conversations with clients over the years about paying for...
Jeran Van Alfen, CFP®
- Mar 4, 2023
Financial Essentials: Save Money in Cash or Invest?
When you think about your financial goals, you may be faced with conflicting priorities. You may feel like you should delay investing...
Jeran Van Alfen, CFP®
- Oct 8, 2022
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®
- Aug 24, 2022
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...
Jeran Van Alfen, CFP®
- Jan 13, 2022
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
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