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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 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.

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...

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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...