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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


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
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