Financial planner, Darcy Bergen, recommends five reasons to keep your life insurance policy after retirement. When retirement is approaching, many people wonder if they still need life insurance. It’s likely that the children are grown and the mortgage is mostly, if not fully paid off. Perhaps there is also a nice lump sum of savings […]
Read MoreIf you were born before 1954, a little-known Social Security law could earn you and your spouse thousands of extra dollars in retirement. But according to financial planner Darcy Bergen of Peoria, Arizona, you must act soon, or you could miss the chance to benefit from this strategy. Darcy Bergen is a fiduciary who has two decades of […]
Read MoreParents are constantly working hard to make sure their child has everything they need before they move out or go off to college on their own. Countless hours are spent on studying and homework, playing sports, and learning lifelong lessons. While managing money is one of the most important aspects of our adult lives, many […]
Read MoreDarcy Bergen explains how proper planning can help married couples make the most of their Social Security benefits. Most people start saving for retirement at a reasonably young age and count on the benefits promised through Social Security. However, there are many different ways to claim those benefits. Using the wrong claiming strategy can cost […]
Read MoreThe Social Security benefits act was established in 1935. Back then a lump sum was allocated to recipients until the law was changed in 1940. A lot of things have changed over the last 84 years, and many individuals are not as up to date on the basics of Social Security as they might need […]
Read MoreIn exchange for purchasing annuity contracts, the insurance company makes regular payments to the purchaser either immediately in a single lump-sum or on scheduled times during the future. Usually, deferred payments are made monthly, quarterly, annually. Darcy Bergen owner of Bergen Financial Group offers conservative retirement planning strategies and products designed to provide guaranteed income for […]
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Darcy Bergen has over two decades of financial investing. On the heels of founding Clear Solutions for Seniors, LLC, Darcy Bergen started Bergen Financial Group in 2003, and was recognized as one of the top 20 advisors in sales with Midland National life annuity division year after year. In 2015, after many years of successful […]
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Financial advisor Darcy Bergen has more than two decades of experience in financial planning. Designed to provide conservative retirement planning strategies and products guarantee income for life, Darcy Bergen’s group protects their client’s principal from the fluctuations of the stock market with fixed annuity options. He explains how these methods are best put into action. Darcy Bergen explains, “Our financial […]
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Darcy Bergen owner of Bergen Financial Group offers conservative retirement planning strategies and products designed to provide guaranteed income for life while protecting their client’s principal investments. Darcy Bergen wants investors to know, if between now and December 31st, 2019, you will be full retirement age, 66, there is a little-known caveat to your benefit. The strategy […]
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Financial Advisor, Darcy Bergen holds more than two decades of experience in financial planning. On the heels of founding Clear Solutions for Seniors, LLC, he started Bergen Financial Group in 2003. In 2015, after many years of successful investment and financial development for his clients, Darcy Bergen became an Investment Advisor Representative with Horter Investment Management LLC, offering even […]
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