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Taking an Annual Financial Inventory
Taking a personal financial inventory at least once per year is an important process to measure your financial progress and help you stay...

Jeran Van Alfen, CFP®
Jan 13, 2022


Are We Re-opened? A Business Cycle Update
As we close out 2021 and move further away from the 2020 recession, many of us are still wondering when things will get back to “normal.”...

Jeran Van Alfen, CFP®
Dec 2, 2021


3 Steps to Prepare for Market Volatility in Retirement
As you approach your retirement years, a downturn in the market may have a more dramatic impact on your decisions than when you were a...

Jeran Van Alfen, CFP®
Dec 2, 2021



Jeran Van Alfen, CFP®
Nov 13, 2021


Hot Question Right Now – Is stagflation coming back?
Stagflation: A period of high inflation combined with a stagnating economy. As the high inflation caused by the aftermath of economic...

Jeran Van Alfen, CFP®
Oct 23, 2021


Financial 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 23, 2021
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