Coach Craig Jergenson, CFP®

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
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.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Lease Payment

How much would your monthly lease payment be?
Estate Taxes

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