Coach Craig Jergenson, CFP®

Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.
Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Savings Accumulation

Estimate the future value of your current savings.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Life Expectancy

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