Jeran Van Alfen, CFP®Oct 23, 2021Financial Planning Strategy to Know – Backdoor Roth The Roth IRA is a valuable planning tool. It allows for tax-free withdrawals of accumulated gains in retirement. Recently, some Roth...
Jeran Van Alfen, CFP®Oct 9, 2021Will Social Security Be There For Me? Many of us know that the Social Security program has been under pressure for years. In 2020, The Covid Pandemic created a further...
Jeran Van Alfen, CFP®Oct 9, 2021It Costs How Much? Understanding Supply-Chain Issues In many of the conversations that I’ve had recently, inflation has been a subject of concern. Things are just costing more. Energy...
Jeran Van Alfen, CFP®Sep 4, 2021What is a Taper Tantrum? When the pandemic started, the Fed slashed interest rates and began buying $120 billion a month in bonds and mortgage-backed securities...