Jeran Van Alfen, CFP®
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...
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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®
- 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®
- 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.
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