Joey Bergman - First Command Financial Advisor

Happening tomorrow! Still room available at Jekyll Brewing if you want to educate yourself on military benefits, investing, retirement, and more.

Join us in one week for "Preparing for Your Military Separation or Retirement" presented by First Command - Jacksonville Beach, FL on June 20th at Jekyll Brewing. Our Programs Director, Tracey Bradley, Sr., will be speaking at this event, so don't forget to RSVP by June 19th.

Why is First Command a good second career choice for service members transitioning out of the military? We offer structured training and a defined career path.

Check out what First Command’s Investment Management Team has to say about how the election may impact the markets this year.

Markets Aren't Red or Blue | First Command First Command's Investment Management Team investigates how much of an impact past election outcomes have had on the U.S. economy and financial markets.

If you think you don’t have the personal wealth or assets to work with a financial coach, think again. I welcome clients in situations just like yours. Give me a call at 904.246.8011 and let’s talk about making your earnings count.

Check out what First Command’s Investment Management Team has to say about the economy and financial markets for the year ahead. Don't miss their 2024 Market Outlook!

2024 Market Outlook | First Command John Weitzer, CIO, & First Command’s Investment Management Team reflect on 2023 and their expectations for growth and performance of financial markets for 2024.

Want to start making better financial choices in your life but aren't sure where to start? I provide face-to-face coaching to help you change your financial behaviors for the better. Call me at 904.441.6082. Serving the Jacksonville community.

Reward yourself responsibly! Balancing short-term treats with long-term financial goals is key after earning a military pay raise. 💰✨

2024 Military Pay Raise Breakdown | First Command Read about the projected 2024 military pay raise, learn four ways service members can use the annual pay increase and find our updated military pay raise chart.

This Veterans Day, join me in paying tribute to the heroes who have served this great Nation.

These healthy money management practices will help you make purposeful strides toward your financial goals.

Estate planning is not just for those who are retired. Message me if you’d like more guidance.

Estate Planning 101 | First Command Ensuring that loved ones are prepared to carry out your desires after you are gone is important.

In the event of a government shutdown, First Command’s commitment remains strong. I am proud to work for a company that will stand with affected clients to ensure their pay is covered.

For additional details visit: https://bit.ly/3ruJ8bt.

Having 70 to 80 percent of your pre-retirement income may no longer be the rule of thumb for everyone. Let’s figure out how much money you will need in retirement.

Still have questions about retirement? Feel free to message me.

Retirement Income: How Much Is Enough? As dedicated service members, you've already proven your commitment to protecting our nation. But when it comes to securing your financial future, there's no...

Here’s your Sunday reminder that every week holds new opportunities. What do you do to reset and prepare yourself for a successful week?

4 Things You Need to Know About the Secure Act if You Are Close to or Nearing Retirement.

Message me if you have any questions!

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We’re halfway through the year, which means you have 6 months left to work on your 2023 financial goals.

Message me to check in and see if you’re on track.

Wishing you a peaceful Memorial Day weekend. As you spend time with family and friends, join me in taking a moment to remember those who made the ultimate sacrifice for our freedom.

Good advice for both the tortoise and the hare.

The men and women of the Army Reserve have stood ready to serve for well over a century. Join me in wishing every Citizen Soldier a happy 115th birthday.

Amazing – seventy-five years of readiness to fly, fight, and win. I'm wishing a happy 75th to Citizen Airmen across the country, and clear skies ahead.

The hardest sacrifices are made at home. Every day – but especially today – I honor our nation's Gold Star Spouses and send heartfelt thanks for their strength and courage.

Thank you to our furry heroes and their military and law enforcement handlers who work incredibly hard to serve our country and protect us.

Happy Birthday Coast Guard Reserves! Thank you to all the brave men and women who are always ready to serve during times of need.

Is there anything more romantic than financial planning? Happy Valentine’s Day from First Command!

First Command has once again been named a Best for Vets Employer by Military Times. I’m proud to work for a company that supports and hires veterans.

The IRS announced significant increases in the amounts that can be contributed to IRAs, 401(k)s and other tax-advantaged retirement savings accounts. Message me to see how this could affect your plan.

First Command and its Financial Advisors do not provide tax advice. This social media post is for educational purposes only. Should you require tax advice specific to your financial situation please consult with an attorney or qualified tax advisor. This information should not be used for the purpose of avoiding tax-related penalties under the Internal Revenue Code.

It is a great honor to wish the U.S. Space Force a happy 3rd birthday.