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.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Life Expectancy

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

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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.