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5 Money Habits to Keep from Your Lockdown
I suggest that there are a few habits that you can take from the last few months that may improve your financial progress.

Jeran Van Alfen, CFP®
Jun 14, 2020


Payroll Protection Program Updates June 10, 2020
Congress just passed the PPPFA (Payroll Protection Program Flexibility Act) to amend certain provisions of the original PPP.

Jeran Van Alfen, CFP®
Jun 14, 2020


Master Your Credit Score
If you are disciplined and understand how your credit score works, you can leverage your purchasing power to fund your financial goals.

Jeran Van Alfen, CFP®
May 30, 2020


5 Questions Your Financial Plan Should Answer About Health Care
In this post, we will discuss 5 health care questions that you need answered before you retire.

Jeran Van Alfen, CFP®
May 30, 2020


Disconnect Between Wall Street and Main Street
I would like to discuss two items to consider and discuss our approach during these uncertain times.

Jeran Van Alfen, CFP®
May 17, 2020


What to know before taking a 401(k) Withdrawal (Updated with CARES Act Provisions)
Before you withdraw your retirement money, it is important to understand what options you have and to plan ahead

Jeran Van Alfen, CFP®
May 15, 2020
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