Don Dirren is an experienced financial advisor with over 37 years in the field. Licensed as a financial advisor in Arizona, he brings knowledge and expertise in retirement planning, helping his clients manage their wealth, protect it, and leave behind a financial legacy they can be proud of. Dirren is the owner and operator of two independent brokerage firms and is one of the top Safe Money Specialists with Bergen Financial Group.
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Social Security plays a significant role in retirement planning. Many people rely on it as a steady source of income. Yet most do not know how to obtain the maximum benefit. This is where social security optimization becomes essential. When you understand your choices, you can make better decisions. These decisions help you get more […]
Retirement planning often feels overwhelming, yet Phoenix residents have a unique advantage thanks to a strong network of community-oriented resources. As more people aim to achieve long-term financial stability, local support systems continue to play a vital role. In fact, with thoughtful guidance and well-structured planning strategies, individuals can confidently move toward a secure retirement […]
Life insurance isn’t just about protecting loved ones—it’s also a strategic financial tool that can create reliable, tax-advantaged income in retirement. Many people focus solely on 401(k)s, IRAs, or Social Security, but these income sources are often taxed heavily once distributions begin. Permanent life insurance, on the other hand, offers a way to grow wealth […]
One of the most effective retirement tax minimization strategies involves diversifying income sources across tax categories. Many retirees make the mistake of holding most of their savings in tax-deferred accounts, such as traditional IRAs or 401(k)s. While these accounts reduce taxable income during working years, every withdrawal in retirement is fully taxable. This can cause […]