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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
It's important to understand the pros and cons when considering a prepaid debit card.
It may help your business be better prepared in the event of the death of a principal or key employee.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that vacation home, you invested the money?
The market is as unpredictable as the weather. We’d love to help you prepare.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.