Coach Craig Jergenson, CFP®

Newsletters

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.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both provide an income stream, but there are important differences.
Fine-Tuning with Sector Funds

The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Cost of Retirement

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

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