Blog

How to Applying for Social Security Benefits at Age 62
May 12, 2023

How to Applying for Social Security Benefits at Age 62

Social Security benefits are design to provide financial assistance to retired or disabled individuals who can no longer work. Suppose you are approaching the age of 62 and are considering applying for social security benefits. In that case, it is essential to understand how the process works and what steps you need to take to […]

Read More
Donald Dirren
April 11, 2023

High-income earners can use tax strategies to save for retirement

There are several tax tactics for high-income earners who want to save for retirement. These choices can help you save money on taxes and lower the amount you must pay. First, think about putting money into the retirement plan your company offers. This can lower your taxable income and make it possible to take money […]

Read More
Donald Dirren
March 20, 2023

Roth IRA Withdrawal Rules

A Roth IRA is an excellent way to save for retirement. It offers several advantages, including the ability to withdraw your earnings tax-free and penalty-free. However, you must be careful about how and when to withdraw your money from a Roth IRA. There are some rules that you must follow to avoid penalties and taxes. […]

Read More
Don Dirren Discusses How to Develop a Retirement Income Plan
February 9, 2023

Advantages of a Buy-and-Hold Strategy

Buy and hold is an investment strategy that allows investors to hold stocks long-term. It is a passive approach to investing and has several advantages over active trading strategies. One of the most significant advantages of a buy-and-hold strategy is that it avoids market timing. This is because it does not require you to buy […]

Read More
Investing
January 9, 2023

Retirement Tax Planning Near Me Advisor

When it comes to retirement tax planning, you have a wide range of options. To have a clearer understanding of how much you can save, how much you will have to pay in taxes, and what you should do going forward to maximize your savings, you could, for example, speak with a financial planner or […]

Read More
Social Security Benefits
December 19, 2022

How to Calculate Social Security Benefits

A person unable to work due to a disability may be eligible for Social Security benefits. The SSA has several means-tested programs to help disabled individuals receive cash payments. These programs include Supplemental Security Income, which pays disabled adults, children, and elderly individuals. Maximum benefit amount Social Security benefits are calculated based on earnings over […]

Read More
Investing
September 5, 2022

Buy and Hold Vs. Swing Investing

Swing trading and buy-and-hold investing are two different investment strategies. Each has its benefits and drawbacks, and the one best for you depends on your risk tolerance and investment goals. But, deciding which one is right for you can be challenging. In this article, we’ll discuss both strategies in detail to help you make the […]

Read More
August 21, 2022

The Best Reefs in the Florida Keys for Snorkeling and Diving

Several popular reefs in the Florida Keys are perfect for snorkeling and diving. Sombrero Reef, Molasses Reef, Hen and Chickens Reef, and Cheeca Rocks are among the best spots in the area. The corals are pristine, and you can see many species of colorful fish. If you are new to snorkeling and diving, these places can […]

Read More
October 23, 2021

Donald Dirren Discusses His Predictions for the Arizona Cardinals in the 2021 NFL Season

Avid Arizona Cardinals fan Donald Dirren discusses his predictions for the remainder of the 2021 football season. Donald Dirren is an Arizona local who is dedicated to his team, the Arizona Cardinals. He recently discussed his predictions for the remainder of the 2021 football season. “The Cardinals have been expected to have an average season, […]

Read More
Donald Dirren Discusses Financial Planning for Small Business Owners
October 8, 2021

Donald Dirren Discusses Financial Planning for Small Business Owners

Financial Advisor Donald Dirren of the Bergen Financial Group recently discussed the importance of financial planning for small business owners. A wealth manager assists high net worth clients in generating wealth through investment management, financial planning, and retirement and estate planning. Donald Dirren has over 36 years of experience in the financial services industry. He […]

Read More