top of page
MAKE A FINANCIAL PLAN BLOG
Search


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®
Sep 23, 2024


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®
Apr 15, 2023


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®
Oct 8, 2022


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®
Nov 7, 2020
bottom of page
