Coach Craig Jergenson, CFP®

Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Car Affordability

How much can you afford to pay for a car?
Disability Income Insurance

How much Disability Income Insurance do you need?
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.