Mike Bergen
Mike Bergen

Mike Bergen

Sandwich Generation: Caring For A Parent And A Child

One in eight Americans, 40 to 60 years old is caring for a parent while raising a child, according to the Pew Research Center.
By MIKE BERGEN | May 11, 2024

Some Important Estate Planning Tips To Consider

We all experience the death of friends and family members in our life. In financial planning, we often find ourselves involved in the aftermath of those deaths. If the deceased planned their estate before their death, it usually makes it easier on the survivors.
By MIKE BERGEN | May 4, 2024

Follow This Timeline When You Are Getting Ready For Retirement

The beginning of summer is also a time when many people start to think about retirement. I don’t really know why, but I suspect the reason has something to do with how great summers are around Kosciusko County.
By MIKE BERGEN | April 27, 2024

The Bucket Approach Can Help You Construct Your Retirement Portfolio

The bucket approach is an asset allocation strategy that divides your retirement resources into three pools, or buckets, based on when you will access the money.
By MIKE BERGEN | April 20, 2024

The Everyday Millionaire May Look Much Different Than You’d Think

We are often asked, “How do I become a millionaire?” The answer is, “By living simply.”
By MIKE BERGEN | April 13, 2024

Why Various Types Of Inflation May Be A Risk To Your Portfolio

Inflation has been a topic that has been in the news a lot lately, perhaps more than at any other time since the 1980s. That’s a good thing, because if no one has been talking about inflation it could be because it has not been a problem.
By MIKE BERGEN | March 30, 2024

Beware Of The Various Risks Posed To Your Financial Portfolio

While many investors tend to think of fixed income investments as less risky than stock investments, fixed income investments face a variety of other risks as well.
By MIKE BERGEN | March 9, 2024

Follow These Organizational Tips For Your Financial Records

The first thing you need to determine is what to keep. Next, you need to decide how long to keep them. Third, you need a system for keeping them organized.
By MIKE BERGEN | March 2, 2024

How To Survive Financially If You Are Affected By A Job Loss

How To Survive Financially If You Are Affected By A Job Loss
By MIKE BERGEN | February 10, 2024

Coping Financially With The Death Of Your Spouse Or Loved One

Coping Financially With The Death Of Your Spouse Or Loved One
By MIKE BERGEN | February 3, 2024

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