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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


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
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