Coach Craig Jergenson, CFP®

Newsletters

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.
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.
New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Lifetime Earnings

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.