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RMDs: What to Know this Year and in the Future
After the Cares Act gave us a break from required minimum distributions (RMDs) in 2020, the normal rules are restored for 2021. We once...

Jeran Van Alfen, CFP®
May 7, 2021


Tax Watch: Proposed Changes to Capital Gains
This week, the markets had a small reaction to news that President Biden is seeking to change the capital gains tax rate for the highest...

Jeran Van Alfen, CFP®
Apr 25, 2021


2nd Quarter 2021 Market and Economic Outlook
Our quarterly market and economic outlook video is available below! In this video: We take a look at last quarter: Despite some...

Jeran Van Alfen, CFP®
Apr 25, 2021


Proposed Tax Changes: What You Need to Know
In the post below, we will discuss what President Biden is proposing, what compromises we may expect, and some ideas of how to plan ahead.

Jeran Van Alfen, CFP®
Apr 10, 2021


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
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