Things that matter (and things that don’t)

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 precious life is—especially when it is someone who was universally popular for how they lived ‘out of the arena.’

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Shopping for happiness? Here’s a better idea.

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 short, consumers were enthusiastic. But while financial analysts are happy to announce that the increase in sales is a good thing because it signals that consumers are feeling optimistic about the economy, I’m not convinced that our willingness to jump into the buying frenzy is a sign of anything but trouble.

Before you start thinking I’ve suddenly become a holiday Scrooge, let me explain.

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Tackling the never-ending challenge of work-life balance

By Jeff Bernier

It’s barely July and I’ve already had quite an adventurous summer! Ashley and I were no sooner back home from a trip to Italy when I left again for a not-to-be-missed two-day golf excursion with a few friends. Though it has certainly been a whirlwind, the past month makes me thankful for the work I’ve done to find my own version of work-life balance.

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It’s time to stop chasing the iron rabbit

By Jeff Bernier

My family lived in South Georgia when I was in high school, about 40 miles from Florida. Just over the state line, in Monticello, the Jefferson Kennel Racetrack held live greyhound races almost every night.

One night, my older brother headed to the track with a few friends, and came back with a big smile and $600 in winnings. I was amazed—and a little jealous! Not long after, I headed down to check out the races and make my own fortune. What I found instead was a pretty depressing environment. I left sad and without placing a single bet.

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Seeking financial harmony in your marriage? Make time for the money talk

By Mona Fahmy, CFS, AIF

I’m not a marriage counselor or a psychologist, but boy, have I witnessed a lot of conflict among couples! As a financial planner, I’ve been helping people build stronger financial lives for almost 20 years, and I’m still amazed at the power money has to cause upset and arguments—even between the most loving, committed couples. In fact, if there’s one thing that can threaten the whole idea of marital bliss, I’m certain it is (you guessed it) money.

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