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Seeking Financial Success? Follow These 5 Less-Than-Exciting Rules Of Thumb
By Jeff BernierBack in college, I took an entomology class called ‘Bugs & Man’ [...]
Celebrating New Beginnings On April 1!
By Jeff BernierYesterday was April 1st. I love that it was also Easter this [...]
Do You Give To Charity? Here’s How To Make Every Dollar Count Under The New Tax Law
By Jeff BernierOur team has been spending time preparing for our upcoming Tax Seminar on [...]
Raise Your Hand If You Know How To Use A 529 Plan To Fund K-12!
By Jeff BernierNo matter what your income level, paying the high costs of education [...]
Don’t Wait For The Holidays To Give Yourself The Gift Of Lower Taxes
By Jeff BernierFrom delicious holiday treats to carefully wrapped—and hastily unwrapped!—presents under the tree, [...]
Right-Brained? Left-Brained? Financial Planning Demands The Perfect Balance
By Jeff BernierAsk anyone you know if they are right-brained or left-brained, and they’ll [...]