Coach Craig Jergenson, CFP®

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Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Lease Payment

How much would your monthly lease payment be?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.