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Creating the right financial plan for your retirement is a partnership.
Bergen Financial Group starts by getting to know you, your needs and goals.
And together we create a detailed Retirement Plan.

The Challenge

The financial complexities of retirement planning make evaluating the pros and cons of potential strategies a genuine challenge for most people—even some of the most financially aware.


The Answer: Our Founding Principle

We believe in giving our clients a foundation of learning so we can work as partners in retirement planning. Our clients gain true confidence they’re taking the right path.

Free Live Webinar

Helps You Prepare for
Your Best Retirement

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Learn the Foundations of a Confident Retirement with Us

Sharing knowledge is how we built our reputation as a leader in retirement education and financial planning.

Find Your Personal Starting Point

In addition to consulting with our experienced, professional staff, Bergen Financial Group offers an always open library of educational content, including short videos, presentations, articles and resources, to quickly strengthen your knowledge of retirement planning’s many facets.

Choose your path: By Retirement Journey or by Key Topic.

By Your Stage in the
Retirement Journey

1. I'm just getting started.

My employer offers a 401(k) plan, but the many options are confusing and I don’t know the best place to start.


Begin with our foundations to gain a knowledge base and prepare to work with one of our financial planners.

LEARN THE FOUNDATIONS

2. My 401(k) is doing OK. But I don't know the smart next steps.

Bergen recommends you add to your financial knowledge so you can partner with us to help plan a secure retirement.


Learn the components of most retirement plans—Income, Investment and Tax planning plus Social Security, Lifestyle, Health Care and Leaving a Legacy.

TAKE 10 SMART STEPS

3. How can I be confident my plan is ready when my needs or the markets change?

Retirement plans are not static, set-it-and-forget-it documents.


They should be regularly reviewed and updated to keep up with your changing needs, to take advantage of new market conditions—and to help ensure a confident long-term retirement journey.

BE CONFIDENT YOUR PLAN IS KEEPING PACE

By Your Interest in a
Key Topic

Retirement

Retirement

Topics include:

  • Retirement Redefined—Attitudes are shifting
  • An Inside Look at Retirement Living
  • The Long Run: Women and Retirement

Learn more, click the Button below.

RETIREMENT
Income Planning

Income Planning

Topics include:

  • The Power of Compound Interest
  • Retirement Income and the Traditional Portfolio—the impact of negative returns early in retirement
  • Mutual Funds vs ETFs

Learn more, click the Button below.

MONEY
Minimizing Risks

Minimizing Risks

Topics include:

  • A look at Diversification
  • Events on Wall Street—can you read the market’s signals
  • All Muni Bonds Are Not Created Equal

Learn more, click the Button below.

MINIMIZING RISKS
Taxes & Social Security

Taxes & Social Security

Topics include:

  • What if You Get Audited—it doesn’t always mean wrongdoing
  • Social Security: By the Numbers
    5 Surprising Facts
  • Maximizing Your Social Security

Learn more, click the Button below.

TAXES & SOCIAL SECURITY
Individual Retirement Accounts & Other Investments

Individual Retirement Accounts & Other Investments

Topics include:

  • Traditional vs Roth IRA
  • Power of Tax-Deferred Growth
  • Is a SEP-IRA Right for Your Business
  • 2021 Limits for IRAs, 401(k)s and More

Learn more, click the Button below.

INVESTMENTS
Insurance & Health Care Planning

Insurance & Health Care Planning

Topics include:

  • Life Insurance DNA Test—because your family relies on your income
  • Long-Term Care Protection Strategies
  • A Brief Guide to Condo Insurance
  • Stay Safe with a B.O.P. at Your Back –Learn about the advantages of Business Owner Policies

Learn more, click the Button below.

INSURANCE & HEALTH CARE
Estate & Legacy Planning

Estate & Legacy Planning

Topics include:

  • Principles of Preserving Wealth
  • A Living Trust Primer
  • Safeguard Your Digital Estate—answers what becomes of your email archives, social profiles and online accounts?

Learn more, click the Button below.

ESTATE
Living Your Best Retirement

Living Your Best Retirement

Topics include:

  • Best apps in travel
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Financial Aid for Students 101
  • To Catch a Thief: How to Avoid Identity Theft
  • Managing Your Lifestyle

Learn more, click the Button below.

LIFESTYLE
CARES Act

CARES Act

Download our free PDF whitepaper that helps you understand what you need to know about this important law.

  • Learn about COVID 19’s impact on retirement and investment planning

Free PDF whitepaper download, click the Button below.

WHITEPAPER DOWNLOAD

Calculators

More than 30 calculators help you compute cash flow and current net worth, compare annuities and the benefits of Roth vs. Traditional 401(k)s, assess long-term-care needs, compare mortgages, estimate capital gains and more.


Click the Button below for the full list.

CALCULATORS

A-Z Glossary

Financial terms defined, from Annuities to Zero-Coupon Bonds, in easy-to-understand terms.


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GLOSSARY

Tax Resources

  • Tax Calendar
  • Tax Forms, Publications, Rates

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TAX RESOURCES