Coach Craig Jergenson, CFP®

Newsletters

HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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.
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?