top of page
MAKE A FINANCIAL PLAN BLOG
Search


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


Fed Note: September 21, 2022
The Federal Reserve Open Market Committee raised the fed funds rate today by another 0.75%, to a range of 3.00-3.25%. The vote was...

Jeran Van Alfen, CFP®
Sep 22, 2022


Market Note: September 13th, 2022
Despite early hopes for a positive day as measured by S&P futures pre-market trading, the mood was soon dashed as markets declined...

Jeran Van Alfen, CFP®
Sep 13, 2022


How to Make Retirement Decisions in a Down Market
Retirement is one of the most important financial milestones that we invest for. Over the years, we do the best we can to accumulate a...

Jeran Van Alfen, CFP®
Sep 3, 2022


The Essentials: Stash Some Cash (2022)
This is an updated version of a post that I wrote in 2019. As interest rates have risen in 2022, I added some recent considerations for...

Jeran Van Alfen, CFP®
Sep 2, 2022


Four Options For Your 401(k) When You Leave Your Job
When you leave a job, it is common for life to shift into a different gear. Sometimes, it feels like GO time and you are running at full...

Jeran Van Alfen, CFP®
Aug 24, 2022
bottom of page
