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.
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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Military families face unique challenges, making personal finance even more critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: Right Now.
The decision whether to buy or rent a home may have long-term implications.
Are Real Estate Investment Trusts right for your portfolio?
There are hundreds of ETFs available. Should you invest in them?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.