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Facing Financial Fears: Empowering Your Path To Goals
By: Jeff Bernier, CFP®, ChFC, CFS Money worries make a lot of people nervous, [...]
Should You Invest A Lump Sum All At Once Or Spread It Out Over Time?
By: Jamie Stolz, CFP®, MBA Imagine you suddenly come into a lot of money, [...]
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 [...]
“Winter Is Coming”: Reminders For Recessions
By: Jeff Bernier "Winter Is Coming" If you visited the Dairy Queen restaurant in [...]
How Is March Madness Like Investing?
By: Jamie Stolz, CFP®, MBA March Madness is upon us, and as many of us know, [...]

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Recent posts

Navigating Medicare: An Overview of Parts A, B, C, & D

Jeff Bernier2024-12-12T07:57:59+00:00November 25, 2024|Comments Off on Navigating Medicare: An Overview of Parts A, B, C, & D

Elections and Investments: Facts Over Fear

Jeff Bernier2024-12-11T07:35:28+00:00October 30, 2024|Comments Off on Elections and Investments: Facts Over Fear

Achieving a Healthier, More Active Retirement: Setting Realistic Fitness Goals

Jeff Bernier2024-10-29T17:42:10+00:00September 17, 2024|Comments Off on Achieving a Healthier, More Active Retirement: Setting Realistic Fitness Goals

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