As the owner of Bergen Financial Group, Darcy Bergen has been helping his clients with retirement planning strategies for many years. Because he knows not everyone is ready for retirement, he is sharing some questions everyone should ask themselves to prepare for retirement. Will I Have Other Sources of Income During Retirement? If you’re approaching retirement age, […]
Read MoreAs the owner of the Bergen Financial Group, Darcy Bergen has over 20 years of experience helping clients in various aspects of financial planning. Although many people don’t want to think about retirement in their 20s and 30s and don’t have a clue what an IRA is, Darcy Bergen advises people in all stages of life to […]
Read MoreDon’t put saving for retirement on the back burner, warns Peoria, Arizona financial advisor Darcy Bergen. Whether you are just entering the workforce, in mid-career, or approaching retirement age, it is important to begin planning for retirement now, says Darcy Bergen, who has more than two decades of experience in financial planning. An Individual Retirement Account, […]
Read MoreFinancial 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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