Eric Berner - Financial Advisor at Rock Castle Wealth Advisors

06/22/2026

Money is often the biggest stressor in relationships—so how couples handle it matters. From full financial merging to “yours, mine, and ours,” advisors weigh in on what actually works when two lives (and two paychecks) become one.

The pros and cons of newly married couples combining bank accounts.

06/21/2026

Happy Father's Day to all the dads who work hard, lead by example, and build lasting legacies for their families. Wishing you a day filled with appreciation and time with those who matter most. 💙

06/18/2026

This one habit changed the way I handle everything I don’t feel like doing. If you’ve ever let something sit on your to-do list way too long, you already know this feeling!

06/17/2026

Got a raise? Before spending it, make sure you're putting your dollars to work in the right places. From maximizing your employer match to tackling high-interest debt, small decisions today can have a big impact on your future wealth.

There is simple math behind figuring out how to juggle multiple important goals

06/16/2026

The best time to start working toward your financial goals is before they become urgent. Whether you're focused on investing, retirement, or simply getting organized, small steps today can make a big difference tomorrow.

Ready to turn your goals into a plan? Contact me to schedule a conversation and get started!

06/13/2026

Losing a spouse brings many emotional and financial changes. Understanding how taxes, retirement accounts, and inherited assets may be affected can help avoid costly mistakes and provide greater peace of mind during a difficult time.

Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.

06/10/2026

The average bill is forecast to rise 8.5 percent. There are simple ways to make sure you’re not overpaying, like getting your air-conditioning checked.

06/08/2026

A little planning can go a long way this summer. ☀️ Being intentional with spending doesn’t mean missing out — it means creating space to enjoy experiences without sacrificing long-term financial goals.

06/04/2026

Are your retirement contributions keeping pace with your goals?

Midyear is the perfect time to review your 401(k), 403(b), or 457(b) contributions, ensure you're receiving your full employer match, and consider increasing your savings for the future.

📩 Ready to make the most of your retirement plan? Contact me to discuss your retirement savings strategy.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/03/2026

Summer has a way of filling the calendar—and the credit card statement. Before vacations, camps, weekend getaways, and spontaneous outings start adding up, take a few minutes to create a plan. A little preparation now can help you enjoy the season without financial stress later!

Map out your summer spending before it sneaks up on you. Summer spending isn’t usually one big expense; it’s a series of smaller “yes” decisions that add up.