Jeran Van Alfen, CFP®Apr 15Cash Safety MemoThe collapse of Silicon Valley Bank left many questioning the safety of their bank deposits and what they can do to protect themselves...
Jeran Van Alfen, CFP®Oct 8, 2022Are 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, 2020The Essentials: 3 Things to Consider During Open EnrollmentIt’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, 2020How to Avoid a Spike in Medicare PremiumsThe 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, 20203 Steps to Determine How Much Life Insurance You NeedFor a young family in their prime working years, life insurance is essential.