Coach Craig Jergenson, CFP®

Newsletters

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.
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.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Understanding the “No Tax on Tips” Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

College Funding

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

How much will it cost to pay off a loan over its lifetime?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.