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
Last week, I turned off my computer, turned off my cell phone, and headed out for a Desert Day. It’s the time when, once every quarter, I
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
Optimism. Just saying the word itself can make you feel better. When it comes to aging—and aging well—optimism is key, impacting how you feel
Ask anyone you know if they are right-brained or left-brained, and they’ll probably have a pretty strong opinion on the matter. Artists and
It’s an investing rule of thumb you probably learned from your grandfather: “Don’t eat your principal!” And Grandpa was no fool. Living off
