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Jeff Bernier
Jun 1, 20233 min read
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.
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Jeff Bernier
May 10, 20231 min read
My Top 5 Books for Financial Peace in Retirement
My Top 5 Books for Financial Peace in Retirement
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Jeff Bernier
Dec 20, 20222 min read
VUCA, Finances, and the Hero's Guide
VUCA stands for volatility, uncertainty, complexity, and ambiguity. Those in the mid to late stages of their career face a confusing...
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Jeff Bernier
Oct 21, 20222 min read
#5 of Series
I’m nearing retirement, should I pay-off my mortgage? If I buy a new house, should I finance it? As with many questions regarding...
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Jeff Bernier
Oct 20, 20222 min read
#4 of Series
When should I start taking Social Security benefits? Social Security timing is an important decision for retirees. The right time to...
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Jeff Bernier
Oct 19, 20222 min read
#3 of Series
If I retire prior to age 65, how do I get health insurance? Many people are hesitant to retire prior to the Medicare eligibility age of...
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Jeff Bernier
Oct 18, 20222 min read
#2 of Series
How do I structure my portfolio for the income I want? Based on my age, is there a "prescribed" portfolio? Broadly, there are two ways to...
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Jeff Bernier
Oct 17, 20222 min read
#1 of Series
It's National Retirement Security Week! A national effort to raise public awareness about the importance of saving for retirement. We're...
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Jeff Bernier
Oct 15, 20222 min read
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...
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