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MAKE A FINANCIAL PLAN BLOG
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Jeran Van Alfen, CFP®
Sep 23, 2024
If You Love Someone, Buy Life Insurance
Early in my career, I was told that there are two reasons why you buy life insurance. Either 1) you love someone or 2) you owe someone money
Jeran Van Alfen, CFP®
Apr 15, 2023
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...
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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