At Berner Financial Services, we know that the only constant in life is change. Whether you are going through a career change, marriage, divorce, retirement, or loss of a loved one, we can help you take control of your financial future and guide you through your unique investment challenges. Our team is there to help guide you through the challenges you may face during these transition periods, no matter how overwhelming your situation may seem.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The market is as unpredictable as the weather. We’d love to help you prepare.