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Unlocking Retirement Milestones
By: Jeff Bernier, CFP®, ChFC, CFS Birthdays aren't just about cake and candles 🎂 they're also [...]
What Are You Doing With Your Portfolios In This Environment?
By: Jeff Bernier, CFP®, ChFC, CFS The most important thing about an investment philosophy [...]
Is It Time To Worry About The U.S. Government Defaulting On Its Debt?
By: Jeff Bernier, CFP®, ChFC, CFS In finance, the interest rate on short-term government [...]
How Can Behavioral Coaching Impact The Long-Term Success Of An Investment Plan?
By Jeff Bernier, CFP®, ChFC, CFS When I was a finance major at the [...]
3 Lessons For New Year Goal Planning
By Jeff Bernier, CFP®, ChFC, CFS If you visited the gym this week, you [...]
5 Frequently Asked Retirement Questions
By: Jeff Bernier, CFP®, ChFC, CFS and Mona Fahmy, MBA, CFS, AIF® #1 Can I retire? When can [...]

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Strengthening Your Digital Defense: Practical Tips For Protecting Your Identity Online

Jeff Bernier2024-07-28T10:23:19+00:00May 16, 2024|Comments Off on Strengthening Your Digital Defense: Practical Tips For Protecting Your Identity Online

Jeff’s Golden Rules of Investing: Diversify, Monitor Occasionally, Rebalance If Needed

Jeff Bernier2024-07-28T10:23:28+00:00April 16, 2024|Comments Off on Jeff’s Golden Rules of Investing: Diversify, Monitor Occasionally, Rebalance If Needed

Empowering Young Savers 💰 A Guide To Roth IRAs For Minors

Jeff Bernier2024-07-28T10:23:34+00:00March 13, 2024|Comments Off on Empowering Young Savers 💰 A Guide To Roth IRAs For Minors

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