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
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 […]
May 18, 2024
Navigating Your Financial Landscape: Essential Money Management Skills
Money management is a fundamental aspect of personal finance that everyone should prioritize. Whether you’re just starting your career or are a seasoned professional, solid money management skills are crucial for achieving financial stability and success. This article will explore key strategies and practices to help you master your finances effectively. Budgeting Basics At the […]
April 26, 2024
Fortune’s Compass: Navigating Personal Finances with Finesse
In the tumultuous sea of personal finance, many find themselves adrift without a compass. Yet, with the right strategies and mindset, you can steer your financial ship toward calmer waters and chart a course toward prosperity. In this guide, we’ll explore practical tips and insights to help you master the art of personal money management […]