Coach Craig Jergenson, CFP®

Newsletters

Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
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.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Car Affordability

How much can you afford to pay for a car?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estate Taxes

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