Coach Craig Jergenson, CFP®

Newsletters

Charitable Giving Can Be a Family Affair

Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
WEP and GPO Can Reduce Social Security Benefits

Explore how the windfall elimination provision and the government pension offset can affect Social Security benefits for people who earned a pension in noncovered employment.
Why Small Businesses Should Pay Attention to Accessibility

Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
How to Correct an Error on Your Credit Report

Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.