Coach Craig Jergenson, CFP®

Newsletters

How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

Estate Taxes

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

Compare the potential future value of tax-deferred investments to that of taxable investments.
Required Minimum Distributions

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