Coach Craig Jergenson, CFP®

Newsletters

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.