Coach Craig Jergenson, CFP®

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.
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.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

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.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
College Funding

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