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Darcy Borella
Wealth Advisor

Darcy began her career as a speech-language pathologist and spent the last 10 years in healthcare management, overseeing therapy teams in long-term care facilities from New Jersey to California.  Working in the long-term care industry, Darcy saw firsthand how financial planning can make a difference in financing end-of-life care, as well as the stress it can place on the patient’s adult children.  She also noticed how many front-line healthcare workers don’t take advantage of retirement planning offered by their company, if one is offered at all.  Somewhere between witnessing the financial stress on patients’ family members, and co-workers’ confusion on how to plan for their own futures, Darcy realized she had a new calling.

From healthcare management to wealth management, Darcy continues to use a “client-first” mentality to ensure individualized goals drive the planning process.  Because of her experience in the medical field, she has a unique focus on helping ease the burden of rising healthcare costs to families in the future, by creating stress-free financial plans now. Darcy currently holds her series 65 license, life and insurance producer’s license, and will be taking the Certified Financial Planner™ exam in spring of 2019.

Darcy was born and raised in Texas, where she spent most of her childhood and adult life in the Austin area.  She received her Bachelor of Science in Communication Sciences and Disorders from the University of Texas at Austin, and a Master of Science in Speech Pathology from the University of North Texas.  Currently, Darcy is enrolled in a graduate certificate program through Boston University for a Certificate in Financial Planning.  Darcy sits on the board of Mile High Young Professionals, serving as their Event Chair, and is the State Advocate for Medicare Policy on the board of the Colorado Speech and Hearing Association.  Outside of business and volunteering, Darcy enjoys playing volleyball in the Volleyball of The Rockies league, attending her monthly book club, and relaxing at home with her husband, Rob, and their border collie, Roscoe.

 

 

Blogs

Created during the Great Depression as a retirement safety net, Social Security now covers an estimated 96% of Americans. These days, a record high of around 167 million people are working and paying into the system that provides benefits for over 63 million people. In fact, the majority of retirees…

  • In the arts, one of my favorite phrases is Sturm und Drang - Storm and Stress. The use of it in music weaves in drama and tension. During the Age of Enlightenment, it endeavored to capture the fact that one cannot simply base their life decisions on rational and empirical evidence. The fact is that life has emotional extremes, whether they are caused by internal or external motives. Life is complex, there is both upheaval and tranquility.   When dealing with life's extremes, how one will react is unpredictable. Everyone is different. Some people react very rationally, maybe they pause…

  • Retirement is one of life’s most significant milestones. Not surprisingly, it’s both an exciting and worrisome prospect for many Americans nearing those Golden Years. According to a 2016 Gallup poll, 64% of Americans are worried about not having enough for retirement, 51% worry they won’t be able to maintain the standard of living they enjoy, and 60% are concerned they won’t be able to pay the medical costs of a severe illness or accident. One of the best ways to alleviate uncertainty is planning ahead. What Will I Do with My Time and With Whom Will I Spend it? Just as…

  • Paying taxes is inevitable. The key to being as efficient as possible about how much one pays in taxes requires careful consideration of the big picture. And while many people simply want to know if they can have a tax-free retirement, it really starts with being clear about how and when taxes get paid…and to defining what a “tax-free retirement” actually means. For example, if someone is striving to have income during retirement that is tax-free AT THAT TIME, then there are a plethora of investment and insurance products out there that could help defer taxes on earnings, and potentially,…

  • Approaching retirement can sometimes be as overwhelming and nerve-wracking as the transition into your Golden Years. You may start reflecting on what you’ve accomplished thus far in life and what you envision still achieving. As you near the finish line, here are four things to do in the last ten years of your career. Create a List of Things You Want to Accomplish in Retirement The first step is understanding your goals for your retirement. What lifestyle do you envision maintaining? Will you travel? Will you live in the same home? What will you do during the day? As much as you may enjoy golf,…



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