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2021 Social Security Numbers to Know
This month all Social Security recipients should have received a letter notifying them of a 1.3% cost of living adjustment.

Jeran Van Alfen, CFP®
Dec 20, 2020


This Time it's Different (but stick to your plan!)
While it is important to adapt and adjust, when it comes to finances there are some important fundamentals that you should stick to.

Jeran Van Alfen, CFP®
Dec 20, 2020


Financial Accounts for Kids
I often get asked, “What is the best way to save for my kids?” Here are a few suggestions to consider when setting up savings for children

Jeran Van Alfen, CFP®
Dec 6, 2020


Trends Toward Digital Currency
Bitcoin is just one piece of a growing trend toward digital currency. In this post, we discuss some of the benefits and challenges

Jeran Van Alfen, CFP®
Dec 6, 2020


The Essentials: 3 Things to Consider During Open Enrollment
It’s November and most likely your company is in open enrollment right now. This is a good time to evaluate the upcoming year and plan...

Jeran Van Alfen, CFP®
Nov 7, 2020


Stocks Taught Us An Important Lesson This Election
This week the stock market staged the biggest election week rally since FDR won election in 1932. This week alone, the Nasdaq surged...

Jeran Van Alfen, CFP®
Nov 7, 2020
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