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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


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


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


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


"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


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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