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Blog

Two people having a picnic by a lake
Darron Bergstrom | Mar 24, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Darron Bergstrom | Mar 17, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Darron Bergstrom | Mar 10, 2022

What are Employee Stock Options, and why should I care?

Finance

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this

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Hands holding a small wrapped present
Darron Bergstrom | Mar 3, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Darron Bergstrom | Feb 24, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Darron Bergstrom | Feb 17, 2022

Navigating a Financial Crisis

Finance

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know

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Darron Bergstrom | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Darron Bergstrom | Feb 3, 2022

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Professionally dressed man and woman looking at a tablet
Darron Bergstrom | Jan 20, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Darron Bergstrom | Jan 13, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Darron Bergstrom | Jan 10, 2022

What are the benefits of Diversifying my Investments?

Investments

 

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and

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sitting on steps with phone
Darron Bergstrom | Jan 6, 2022

Investment Tips for All Seasons

Investments

If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to

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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bergstrom Financial are not affiliated. This communication is strictly intended for individuals residing in the states of  CA, FL, IA, LA, MI, MO, NV, NY, PA, SD, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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