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Welcome to our blog.  We'll post here occasionally with updates we feel are important for folks to know, or to share updates about the happenings at Bergenn Financial Group.  If there's content you'd like to learn about, send an email to info@bergenn.com and we'll either write a post, offer some insight, or maybe even set up a seminar/webinar if you have a larger audience that would like to learn about the topic.

Monday, March 11, 2024

A comprehensive, though not all-encompassing, list of financial considerations when starting a family. 

Tuesday, December 26, 2023

Many of us associate the spring with taxes—but we should also associate December with important Individual Retirement Account (IRA) deadlines. This year, like 2024, will see a few changes and...

Wednesday, December 20, 2023

Looking to prepare for possible tax cuts and the Jobs Act Sunset. While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act...

Friday, December 1, 2023

We love helping families across generations with their financial planning. But sometimes, the hardest planning we do is figuring out what to do with the “Elf on The Shelf” for 24 consecutive days (parents- we know you feel...

Wednesday, November 1, 2023

In a move that reflects adjustments for inflation, the IRS has announced an increase in the contribution limits for retirement accounts. This is a significant development for individuals looking to maximize their savings and ensure a...

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Monday, October 2, 2023

Since 2020, home prices have surged and in the last couple of years, so have interest rates.  These changes have dramatically and exponentially increased the cost of buying a home using a mortgage in a very short period of time...

Friday, September 15, 2023

Not all money-saving habits are worth it. Some aren't even effective! Explore some of the good and bad money-saving habits in this blog post.

Tuesday, September 5, 2023

At Bergenn Financial Group, we understand the crucial role that supporting local businesses plays in building stronger communities and fostering economic growth. In this blog post, we'll explore the numerous benefits of shopping local...

Thursday, August 17, 2023

Some folks who surpass certain levels of earnings end up savings less and failing to build wealth as efficiently as possible...

Friday, August 4, 2023

Do you have a retirement plan? Not an account, but a plan for retirement? What's the difference? Why does it matter?

Friday, July 28, 2023

Few among us enjoy the process of going through a budget.  I think we all know it's important, but most folks I meet with don't actually know their expenses until we start working together and I have them complete an expense...

Monday, July 3, 2023

On Friday, the Supreme Court struck down the Biden administration's student loan forgiveness plan and borrowers will have to start repaying federal student loans in October for the first time since the pandemic began in 2020. This...

Monday, June 26, 2023

The SECURE Act 2.0, also known as the Securing a Strong Retirement Act of 2022, was recently passed by Congress as part of the Consolidated Appropriates Act of 2023. The bill builds upon the original SECURE Act...