The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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.

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An Arm and a Leg

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Historical Inflation

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Comparing Mortgage Terms

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Principles of Preserving Wealth

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An Inside Look at Retirement Living

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A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cycle of Investing

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The decision whether to buy or rent a home may have long-term implications.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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