Coach Craig Jergenson, CFP®

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
College Funding

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

How much would your monthly lease payment be?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.