retirement | 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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May 10, 20231 min read

My Top 5 Books for Financial Peace in Retirement

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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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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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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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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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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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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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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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