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 […]
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