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Retirement Mistakes to Avoid: Financial Planning and Finding Fulfillment in the Next Chapter
Here are some common retirement mistakes related to both money and meaning.

Jeff Bernier
Jun 1, 20233 min read
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My Top 5 Books for Financial Peace in Retirement
My Top 5 Books for Financial Peace in Retirement

Jeff Bernier
May 10, 20231 min read
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Beyond the Material Matters: How I Found Deeper Purpose in Helping Clients Live Happier Lives
By 2005 I could see that my business was going to thrive. So why wasn’t I satisfied? My first epiphany came that same year when I went...

Jeff Bernier
May 4, 20232 min read
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Can Online Tools for Budgeting Help You Achieve Financial Success?
Many years ago, I read Thomas Stanley’s book, The Millionaire Next Door. A major point of the book was that the person who is...

Jeff Bernier
Apr 20, 20232 min read
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"Presence is Our Essence"
We learn from our past, we motivate ourselves by thoughts of the future, but we live our lives in the present, the now.[i] Are you ever...

Jeff Bernier
Oct 31, 20222 min read
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Financial Peace and Meaning in Tandem
Have you been working diligently in your profession and “counting the days” until you no longer trade your efforts for a paycheck? Have...

Jeff Bernier
Oct 15, 20222 min read
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