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Creating a college savings mindset
While you are in the “back to school” mindset, it is a good time to evaluate college savings and consider how to plan for the future.

Jeran Van Alfen, CFP®
Aug 2, 2020


Considerations for Adjusting Retirement Spending
For those in retirement, it is always helpful to be prepared for scenarios that can affect an income strategy.

Jeran Van Alfen, CFP®
Aug 2, 2020


2020 Mid Year Progress Review Video
Please enjoy our mid year commentary.

Jeran Van Alfen, CFP®
Jul 25, 2020


3 Steps to Determine How Much Life Insurance You Need
For a young family in their prime working years, life insurance is essential.

Jeran Van Alfen, CFP®
Jun 28, 2020


Where Should You Put Your Savings?
With the average savings account providing an interest rate of 0.06%, you may need to consider some alternatives

Jeran Van Alfen, CFP®
Jun 28, 2020


Halfway Through 2020: Where Are We Now?
As we approach mid-year in a year that feels like a whirlwind, let’s examine some key information

Jeran Van Alfen, CFP®
Jun 28, 2020
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