top of page
MAKE A FINANCIAL PLAN BLOG
Search


The 1 Number Budget
I have found that the easiest process for sticking to a budget is by following 3 steps and focusing on 1 number.

Jeran Van Alfen, CFP®
Apr 10, 2021


Money Lessons from a Pandemic: What will this generation take away?
With a bright outlook ahead, it seems like a good time to review what financial lessons have been learned from living through a pandemic.

Jeran Van Alfen, CFP®
Mar 19, 2021


The American Rescue Plan: What's Inside
The American Rescue Plan was signed into law this week...How does the new bill affect you? Let's dive in.

Jeran Van Alfen, CFP®
Mar 12, 2021


How to Use Retirement Savings for a Tax Deduction
Saving money for retirement is important for your future, but it may also help put more money in your pocket right now.

Jeran Van Alfen, CFP®
Mar 5, 2021


Interest rates and the stock market: What you need to know
You may have heard some chatter recently about interest rates, especially if you are following the stock market at all.

Jeran Van Alfen, CFP®
Mar 5, 2021


Q1 2021 Market Update and Portfolio Update
A brief summary of our perspective on the current state of the markets and economy

Jeran Van Alfen, CFP®
Feb 7, 2021
bottom of page
