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SECURE Act: New Rules for Your Retirement Account
This legislation may affect your retirement plan and your decisions for withdrawals from your retirement account. Here is a brief summary of

Jeran Van Alfen, CFP®
Jan 5, 2020


The Season of Giving
Giving doesn’t have to be monumental. A smile, an embrace, a helping hand when in need.

Jeran Van Alfen, CFP®
Dec 14, 2019


The Essentials: Your Two Greatest Assets
This is not the typical financial planning post but planning for your time and your health are very similar to planning for your money.

Jeran Van Alfen, CFP®
Dec 14, 2019


The Essentials: Sticking To A Plan
Most financial planning involves delayed gratification. Your future self will appreciate your commitment to your purpose, your discipline an

Jeran Van Alfen, CFP®
Nov 17, 2019


Expert Advice or Total Scam?
There are so many marketing schemes designed to get your money and many of these schemes come with credentialed experts attached

Jeran Van Alfen, CFP®
Nov 17, 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
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