Hello!
Darcy Bergen
is a financial advisor
About Me
Born and raised in Canada, Darcy Bergen is the son of missionaries. Prior to moving back to Canada for high school and college, Bergen also spent his formative years living in Malaysia and New Zealand. He was the team captain and a great wrestler in high school, winning three provincial titles.
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Recent News
October 15, 2024
Mastering Social Security: Strategies for Maximizing Retirement Benefits
As retirement approaches, one of the most critical financial decisions Americans face is when and how to claim Social Security benefits. With nearly 90% of retirees relying on Social Security to cover a portion of their income, mastering the nuances of this program can make a significant difference in your retirement years. While Social Security […]
August 28, 2024
Boost Your Financial Security with a Life Insurance Retirement Plan (LIRP)
In an unpredictable world, ensuring long-term financial security remains a top priority. As you explore various retirement planning options, you may encounter the Life Insurance Retirement Plan (LIRP). Though less widely discussed than 401(k)s or IRAs, a LIRP offers a unique blend of life insurance coverage and retirement savings. Understanding how this plan can bolster […]
July 16, 2024
Mastering Roth Conversions: A Step-by-Step Guide for 2024
In retirement planning, Roth conversions have emerged as a precious strategy, particularly in light of the evolving tax landscape. Understanding the nuances and benefits of executing a conversion of Roth in 2024 becomes increasingly crucial for optimizing retirement savings as tax laws and regulations change. A Roth conversion involves transferring funds from a traditional retirement […]
June 14, 2024
Mastering Social Security: Your Essential Guide to Planning and Strategy
Social Security remains vital to many Americans’ retirement plans, yet its rules and options can be overwhelmingly complex. This guide aims to demystify Social Security, providing clear, actionable advice to help you make informed decisions and maximize your retirement benefits. Overview of Social Security Social Security provides financial assistance to retired workers, disabled individuals, and […]