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Darcy Bergen Discusses Why a Roth Conversion May Make Sense for You
April 20, 2021

Darcy Bergen Discusses Why a Roth Conversion May Make Sense for You

Financial planner Darcy Bergen recently discussed why a Roth IRA conversion could work for you in the current economy.  The stock market took a major downturn during the 2020 coronavirus pandemic. For retirees and potential retirees, this means retirement savings may have been sacrificed. However, the downturn has created one positive result for retirees. Financial […]

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From Children to Retirees Darcy Bergen Continues to Take the Mystery Out of Money Matters
April 19, 2021

From Children to Retirees Darcy Bergen Continues to Take the Mystery Out of Money Matters

Founder and owner of the Bergen Financial Group, Darcy Bergen, has helped people of all ages understand financial management and help take the mystery out of money matters. For more than two decades, Darcy Bergen, both personally and professionally, has invested a lifetime in not only learning about financial responsibility but teaching it too.  From […]

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Darcy Bergen Discusses Several Signs You're Not Financially Prepared for Retirement
April 18, 2021

Darcy Bergen Discusses Several Signs You’re Not Financially Prepared for Retirement

Investment executive Darcy Bergen discusses several signs you may not be financially prepared for retirement. Feeling ready to retire and being financially prepared to do so are two very different concepts. Investment executive Darcy Bergen recently explained that being prepared to retire means having a solid investment strategy and a complete understanding of your budget. […]

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When a Roth Conversion Makes Sense from Darcy Bergen
March 1, 2021

When a Roth Conversion Makes Sense from Darcy Bergen

Darcy Bergen believes that more people are taking advantage of savings by converting to Roth accounts. According to CNBC news, you could end up saving $41,000 on an IRA worth $1,000,000. This is based on the unique situation of recent stock runoffs, Darcy Bergen said. If you’re stuck between panicking over sudden downturns and elated […]

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The Obscure The Social Security Rule that is Saving People Thousands
March 1, 2021

The Obscure The Social Security Rule that is Saving People Thousands

Having begun a successful life insurance company at age 21 in 1997, Darcy Bergen has more than 20 years of hands-on experience in financial risk management, financial planning, and retirement. Having worked in New Zealand, Canada, and The United States, he has developed a wealth of understanding in this field of expertise. Today, Darcy Bergen […]

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March 1, 2021

Darcy Bergen Discusses the Different Types of IRAs and Their Role in Retirement

Saving For Retirement is a Major Issue, and there are Multiple Types of IRAs Available, which Darcy Bergen Is Here To Discuss When it comes to saving for retirement, many people in the United States are simply falling short. The reality is that unless people listen to Darcy Bergen and plan ahead for retirement, they […]

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January 25, 2021

Darcy Bergen Shares His Philosophy on Retirement Strategies in an Economic Downturn

Darcy Bergen Shares His Thoughts on Retirement Strategies in an Economic Downturn Darcy Bergen, a prominent financial planner, recently shared expert advice on how individuals can plan or adjust their retirement finances during a downturn. As the founder and managing partner of Bergen Financial Group, Darcy has a wealth of experience in income planning for […]

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January 12, 2021

Darcy Bergen Explains Social Security Benefits

We’ve Heard About Social Security Benefits All Of Our Lives – But What Are They? Experienced Financial Professional, Darcy Bergen Gives A Simple Overview Darcy Bergen Knows About The Nuances Of Social Security Benefits Social Security is simply that, a way that the government provides for the security of the people who need it the […]

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December 7, 2020

Darcy Bergen Shares Five Practical Money Moves To Make In Your Thirties To Set You Up For Retirement

Darcy Bergen’s Tips For Steps Professionals In Their Thirties Can Take To Maximize The Likelihood Of A Happy Retirement When you’re in your thirties, it can be tough to think about retirement, but it’s vital that you do so, according to finance expert Darcy Bergen. Check out Darcy Bergen’s five top money moves to make […]

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September 22, 2020

Why More People Want to Retire Early, According to Darcy Bergen

The Average Retirement Age and the Age People Want to Retire at Vary Dramatically According to Darcy Bergen The average age to retire is 62 in the United States. However, research is showing that more people want to retire between the ages of 55 and 65.* Darcy Bergen, a financial planner in Arizona, explores why […]

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