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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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Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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It's important to understand the pros and cons when considering a prepaid debit card.

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To choose a plan, it’s important to ask yourself four key questions.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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A change in your mindset during retirement may drive changes to your portfolio.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Self-Employed Retirement Plans

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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