Jeff Bernier

One of my colleagues defines having enough as whether someone is likely to have to dramatically curtail his or her lifestyle in the future.

Start with the following four tips for teaching financial literacy to your kids. #finance #kids #education #money #wealth

While there is no one number, you can make an educated guess of the amount of capital required based on academic research. #retirement

Are there simple changes you can make to your mindset to alleviate some fears or reduce anxiety? #fear #investor #vaccine

Those that were the most prepared, even in a time of great uncertainly, handled the challenging environment so much better. #finance

Build a long-term, diversified portfolio driven by your financial planning goals and your ability and willingness to accept uncertainty. #investing

For these reasons and others, I continue to believe, in most cases, being debt-free during retirement (including mortgage-free) is ideal.

The economy and the markets will recover. In the mean time, focus on managing the things that we can control. #health #wealth 

Here's How to Make the New Secure Act Work for You