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...
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Jeff Bernier
- Dec 20, 2022
- 2 min
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
- Nov 22, 2022
- 1 min
A Hero's Journey: Do you have what it takes to retire?
How do I retire? When can I retire? What do I want to do in retirement? Could lower expected returns or a potential bear market impact my...
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Jeff Bernier
- Nov 11, 2022
- 2 min
Replace "Fake It Till You Make It" with the Immortal Diamond
Those who have not found true wealth, which is the radiant joy of Being and the deep, unshakable peace that comes with it, are beggars,...
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Jeff Bernier
- Oct 31, 2022
- 2 min
"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...
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Jeff Bernier
- Oct 21, 2022
- 2 min
#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, 2022
- 2 min
#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, 2022
- 2 min
#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...
12 views0 comments
Jeff Bernier
- Oct 18, 2022
- 2 min
#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, 2022
- 2 min
#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, 2022
- 2 min
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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