Coach Craig Jergenson, CFP®

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Cost of Retirement

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

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estate Taxes

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