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Jeran Van Alfen, CFP®
Nov 2, 2019
The Essentials: How the Roth is Your Gamechanger
When it comes to saving for retirement, Roth accounts can make a significant impact on how much control you have over your income and taxes.


Jeran Van Alfen, CFP®
Nov 2, 2019
The Fed's Interest Rate: What It Means For You
The Federal Reserve lowered its benchmark interest rate for the third time this year. In this post, we will discuss what this meas for you.


Jeran Van Alfen, CFP®
Oct 5, 2019
The Essentials: The 50/20/30 Rule
How do you know how much money you can afford to put toward your financial goals? I recommend the 50/30/20 rule


Jeran Van Alfen, CFP®
Oct 5, 2019
Client FAQs and Information
Our goal is to always provide simple access to the information that you need and continually provide education...


Jeran Van Alfen, CFP®
Oct 5, 2019
3 Ways to Handle Money Stress
Since money will always continue to flow in and out of our lives, here are 3 ideas about how to handle the stress


Jeran Van Alfen, CFP®
Sep 21, 2019
The Essentials: Stash Some Cash
Typically, a good financial plan will help you organize your money and cash flow so that you have cash available when you need it.
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