Alan Alderfer, CFP®

Alan Alderfer, CFP®

Alan Alderfer, CFP®

Following These Year-End Tax Tips Can Help Minimize Your Taxable Income

Following These Year-End Tax Tips Can Help Minimize Your Taxable Income

By ALAN ALDERFER, CFP® | November 16, 2024

Resist Temptation And Use A Smart Holiday Spending Approach This Year

You can almost hear people in stores saying to themselves, “This year, it’s going to be different. This year, I’m going to keep my holiday spending under control.” It’s easy to understand how so many people get themselves in over their heads during the holiday season.

By ALAN ALDERFER, CFP® | November 9, 2024

Things Everyone Should Consider Regarding The Planning Of Your Estate

Sometimes in financial planning we must think about the unthinkable, our own mortality. No one likes to ponder their own death, so estate planning is often put off in favor of more pleasant financial tasks.

By ALAN ALDERFER, CFP® | November 2, 2024

It’s Important To Get Back To Basics When Considering Your Financial Plan

Over the years, we’ve noticed that our clients here in Kosciusko County have done a pretty good job of preparing for retirement.

By ALAN ALDERFER, CFP® | October 26, 2024

It’s Important To Understand The Basics Of Social Security

We get many questions each week about Social Security, and rightly so; it is a very important element of retirement planning. It is one of the most popular government programs in history. However, it is complicated and there are many strategies to maximize your benefits.

By ALAN ALDERFER, CFP® | September 21, 2024

You Need To Plan Your Financial Future For Several Important Reasons

The first, and most important reason, is to protect yourself and your family from financial risks.

By ALAN ALDERFER, CFP® | September 7, 2024

A Starter Kit Can Get Your Financial Plan On Track

With all the uncertainty in our world today, it’s more important than ever that you have your finances as organized as possible.

By ALAN ALDERFER, CFP® | June 29, 2024

Financial Issues To Keep In Mind As Your Retirement Draws Near

Hopefully when you get within a year or so of retirement, you will have acquired almost all the assets you will need in retirement.

By ALAN ALDERFER, CFP® | March 16, 2024

Mark Your Calendar With These Important Financial Dates

In February, you’ll turn your attention to gathering your tax documents.

By ALAN ALDERFER, CFP® | February 24, 2024

Here Are Some Suggestions To Getting Your Taxes Done Right

Even if we didn’t have a single calendar in our office, we would know when February came around each year because of the number of calls we get from clients who are anxious to get their tax documents so they can get their taxes done. And rightly so!

By ALAN ALDERFER, CFP® | February 17, 2024