Coach Craig Jergenson, CFP®

Newsletters

Important Tax Breaks for Pass-Through Businesses

Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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.

College Funding

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

How much will it cost to pay off a loan over its lifetime?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Net Worth

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