Coach Craig Jergenson, CFP®

Newsletters

Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Estate Taxes

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.