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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Gaining a better understanding of municipal bonds makes more sense than ever.
How to help determine life insurance needs to provide for your family after you pass away.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Bonds may outperform stocks one year only to have stocks rebound the next.
Assess whether you are running “in the black” or “in the red” each month.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.