Coach Craig Jergenson, CFP®

Newsletters

What’s Your Real Return?

While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
A Pension Strategy That May Boost Your Income

A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

This article explains the basics of capital gains taxes when selling a home.

Home Affordability

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

How much life insurance would you need to produce a sufficient income stream for your family?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Credit Card Debt

How Long Will It Take to Pay my Balance?