Coach Craig Jergenson, CFP®

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
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.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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.

College Funding

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

How Long Will Your Funds Last?
Car Affordability

How much can you afford to pay for a car?
Federal Income Tax

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