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.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Knowing the rules may help you decide when to start benefits.
Five phases to changing unhealthy behaviors.
Military families face unique challenges, making personal finance even more critical.
Lifestyle considerations in creating your retirement portfolio.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
That big list of dreams and goals isn't the only way to look at your bucket list.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?