By: Jeff Bernier
"Are we there yet?" Ever notice how in the midst of experiences time seems to drag? Read on to learn how having clarity and confidence in
By Jeff Bernier
Are you aware of the changes to the retirement plan required minimum distribution rules contained in the CARES Act? Do you have questions on
By Jeff Bernier
It’s a rare moment in history where I can safely say that it is a rough time for everyone, everywhere.
With our ‘new normal’ changing
By Jeff Bernier
“We do not fear the unknown.
We fear what we think we know about the unknown.”
– Teal Swan
If there’s one thing I know for certain about
By Jeff Bernier
Any loss of life can be a difficult time for a family. When a well-known celebrity passes, it gets a lot of attention and reminds us how
By Jeff Bernier
Just when you thought you’d tied a big, red bow on your retirement plan, Congress passed the SECURE Act in the final weeks of December
By Jeff Bernier
Sales were up about 20% compared to last year, and sales at ‘Small Business Saturday’ rose nearly as much at 18% higher compared to 2018. In
By Jeff Bernier
If you’re lucky enough to work for a company that still offers a Defined Benefit Pension Plan—or DB pension plan—consider yourself lucky.
By Jeff Bernier
Healthcare costs in the US have skyrocketed over the past few decades, and there seems to be no end in sight to the rising expense for
By Jeff Bernier
When the Great Recession hit just over a decade ago, investors faced an immense challenge as the S&P 500 lost about 50% of its value and even
