Coach Craig Jergenson, CFP®

Newsletters

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Net Worth

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