top of page


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


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...
Jeff Bernier
Dec 20, 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...
Jeff Bernier
Oct 21, 20222 min read
bottom of page