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2022 Social Security Numbers to Know
Are you planning on Social Security soon? Here are some important things to know: First of all, it is essential to know your full...

Jeran Van Alfen, CFP®
Mar 5, 2022


Market Note: Russia/Ukraine
A variety of conflicts involving major world powers have tended to historically raise short-term volatility in global financial assets.

Jeran Van Alfen, CFP®
Feb 24, 2022


How to Make Better Financial Decisions
We are all faced with financial decisions on a daily basis. Some decisions are small like: How much to spend on lunch? While others can...

Jeran Van Alfen, CFP®
Feb 12, 2022


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
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