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money management worksheets
May 12, 2023

Money Management Worksheets: A Practical Tool for Financial Success

Introduction Effective money management is crucial for achieving financial success and maintaining a healthy lifestyle. Money management worksheets are a valuable tool that can aid individuals in managing their finances. These worksheets provide a structured framework for tracking income, expenses, savings, and debt, enabling individuals to understand their financial situation comprehensively. This article will explore […]

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Darcy Bergen Explains How HSAs Can Be a Powerful Retirement Planning Tool
July 12, 2021

Darcy Bergen Explains How HSAs Can Be a Powerful Retirement Planning Tool

According to research from Fidelity, the average retired couple in 2020 at age 65 could need an estimated $295,000 in after-tax savings to cover retirement healthcare expenses. As an experienced financial advisor at Bergen Financial Group, Darcy Bergen explains an emerging trend of using health savings accounts (HSAs) as a powerful retirement planning tool. Considered […]

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Darcy Bergen Explains When You Would Want to Convert to a Roth IRA
May 19, 2021

Darcy Bergen Explains When You Would Want to Convert to a Roth IRA

There are times when it makes sense to convert retirement funds to a Roth IRA. According to financial advisor Darcy Bergen it’s important to understand the advantage of paying taxes now rather than later. It often makes sense to convert your retirement fund to a Roth IRA. Factors that play into this decision include your […]

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Darcy Bergen Explains How to Manage Your IRA
April 19, 2021

Darcy Bergen Explains How to Manage Your IRA

Having an IRA is a great way to create wealth over a long period of time. However, many Americans do not know how to manage their returns on an IRA. Fortunately, Darcy Bergen is here to explain some information about managing your Roth IRA that looks to maximize your income in the long term. The […]

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Financial Planner Darcy Bergen Discusses Strategies for Retirement
April 16, 2021

Financial Planner Darcy Bergen Discusses Strategies for Retirement Planning

Financial planner Darcy Bergen recently discussed his top strategies for retirement planning. The retirement years are often referred to as “The Golden Years.” However, anticipating life in retirement can be extremely stressful if you’re not adequately prepared. Financial planner Darcy Bergen recently offered several of his top strategies for retirement planning. “Proper retirement planning is […]

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Darcy Bergen, Financial Professional, Discusses Life Insurance Needs After Retirement And What To Consider When Making A Decision
April 16, 2021

Darcy Bergen, Financial Professional, Discusses Life Insurance Needs After Retirement And What To Consider When Making A Decision

Do you need life insurance after retirement? This isn’t a question that comes up with other types of insurance. You still need to maintain insurance on your auto or home, for example. However, life insurance helps your beneficiaries cope with financial loss associated with the death of a loved one, according to Darcy Bergen. Chances […]

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Financial Planner Darcy Bergen Discusses Standard IRA Withdrawal Rules
April 13, 2021

Financial Planner Darcy Bergen Discusses Standard IRA Withdrawal Rules

Financial planner Darcy Bergen recently discussed standard IRA withdrawal rules for those looking to increase their retirement savings. Traditional IRAs are often regarded as a smart way to increase tax-deferred savings for retirement. However, financial planners like Darcy Bergen of Peoria, Ariz., explain that it’s important to understand IRA withdrawal rules before deciding if an […]

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Bergens Mission Aids Families in Kenya
March 1, 2021

Darcy Bergen Explains How Bergens Mission Aids Families in Kenya

Philanthropist Darcy Bergen recently explained how Bergens Mission aids families across Kenya.   Bergen’s Mission was founded out of necessity. In 2008, a band of men broke into a farm in rural Kenya and brutally attacked the two volunteers living there. The couple had recently arrived in the village from Canada and planned to do […]

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What You Should Be Doing In Your 40s According To Financial Planner
March 1, 2021

Setting Yourself Up For A Comfortable Retirement: What You Should Be Doing In Your 40s According To Financial Planner Darcy Bergen

Darcy Bergen Shares The Money Moves You Need To Make Today   In your 40s, the thought of retirement gets exciting. Suddenly, it’s not so far away anymore, and you want to make sure that you’re fully prepared to enjoy your golden years. In today’s complicated financial landscape, it can be tough to know whether […]

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Darcy Bergen Financial Portfolio
March 1, 2021

Darcy Bergen Discusses the Benefits of Annuities for Building a Financial Portfolio

It Is Important To Diversify a Financial Portfolio, and Darcy Bergen Is Here To Discuss the Benefits of Annuities   In today’s era, anyone looking to build a financial portfolio has to make sure that they diversify their interests. In addition to thinking about stocks, bonds, and mutual funds, it is also important for people […]

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