top of page
MAKE A FINANCIAL PLAN BLOG
Search


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®
Nov 2, 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®
Oct 5, 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.

Jeran Van Alfen, CFP®
Sep 21, 2019


A Win-Win Investment Philosophy
Portfolio construction is a key value that we provide to help you reach your financial goals

Jeran Van Alfen, CFP®
Sep 21, 2019
bottom of page
