Jeran Van Alfen, CFP®Apr 19, 2020A Strategy for Your IRA in 2020: Roth ConversionHow can you use a downturn in the market to your advantage? You could position your assets so that your recovery in the market is tax-free.
Jeran Van Alfen, CFP®Apr 5, 2020Resources to Remove Financial StressIn this post, I have linked to some outside resources to help with finding positivity in times of challenge.
Jeran Van Alfen, CFP®Apr 4, 2020Covid-19 CARES Act Update: How to Get Money for Your BusinessThe Covid-19 global health crisis has had an especially hard impact on small businesses. With the passing of the CARES Act and actions...
Jeran Van Alfen, CFP®Apr 4, 2020Covid-19 CARES ACT Update: How to Get Money for Your Personal FinancesWith the passing of the CARES Act, there are resources available for you to help with your personal finances.