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Republican or Democrat: What is best for the stock market?
It is natural to feel concerned about which political party might be better for the stock market

Jeran Van Alfen, CFP®
Sep 6, 2020


Planning on Social Security?
For most people who are retiring soon, the Social Security program is a key component of their plan for financial independence.

Jeran Van Alfen, CFP®
Aug 16, 2020


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
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