Mike Bergen
Mike Bergen

Mike Bergen


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.

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

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

Coping Financially With The Death Of Your Spouse Or Loved One

Coping Financially With The Death Of Your Spouse Or Loved One

Portfolio Review And Adjustments For The New Year

As we settle into 2024, with our first real taste of Indiana winter this weekend, it is a good time to review your investments and potentially make adjustments based on your results in 2023.

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