Coach Craig Jergenson, CFP®

Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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.
Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
How Savers and Spenders Can Meet in the Middle

Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Savings Goals

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