Jeran Van Alfen, CFP®Jan 5, 2020SECURE Act: New Rules for Your Retirement AccountThis legislation may affect your retirement plan and your decisions for withdrawals from your retirement account. Here is a brief summary of
Jeran Van Alfen, CFP®Dec 14, 2019The Season of GivingGiving doesn’t have to be monumental. A smile, an embrace, a helping hand when in need.
Jeran Van Alfen, CFP®Dec 14, 2019The Essentials: Your Two Greatest AssetsThis is not the typical financial planning post but planning for your time and your health are very similar to planning for your money.
Jeran Van Alfen, CFP®Nov 17, 2019The Essentials: Sticking To A PlanMost financial planning involves delayed gratification. Your future self will appreciate your commitment to your purpose, your discipline an