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What are the challenges that everyday heroes like you are facing as you transition to retirement?
Markets aren’t cheap / returns could be lower. Stocks that may have earned high returns in the past have no guarantee that they will...

Jeff Bernier
Mar 14, 20232 min read
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Three Lessons for New Year Goal Planning
If you visited the gym this week, you may have noticed larger crowds than normal. Yes, it’s new year’s resolution season! The turning of...

Jeff Bernier
Jan 10, 20234 min read
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