Coach Craig Jergenson, CFP®

Newsletters

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
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.
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
LTCI Cost of Waiting

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

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