Coach Craig Jergenson, CFP®

Newsletters

Stock Market Risks in the Spotlight

Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
How Well Do You Understand Retirement Plan Rules?

From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.
A Steady Strategy

Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
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 72.