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By: Jeff Bernier, CFP®, ChFC, CFS Birthdays aren't just about cake and candles 🎂 they're also [...]
By: Jeff Bernier, CFP®, ChFC, CFS and Mona Fahmy, MBA, CFS, AIF® #1 Can I retire? When can [...]
By: Jeff Bernier "Winter Is Coming" If you visited the Dairy Queen restaurant in [...]
Medicare’s open enrollment period happens once a year between October 15 and December 7. [...]
By Jeff Bernier "Who is rich? He that rejoices in his portion." -Benjamin Franklin [...]
By Jeff Bernier A few years back, a large financial services firm ran a [...]











