Eric Berner - Financial Advisor at Rock Castle Wealth Advisors

09/08/2026

A new season can be a great time for a fresh financial start. 🍂

As summer winds down and routines return, September is a natural time to check in on your finances. Review your spending, revisit your goals, and consider any adjustments you’d like to make before year-end. A few thoughtful changes now can help you finish the year feeling more prepared and confident. What’s one financial goal you’d still like to accomplish this year?

09/01/2026

August gave us a little bit of everything — mountain views in Vermont, a stop in New Hampshire for breakfast at Dartmouth College, and plenty of family time in Birmingham and West Tennessee.

It was one of those months that felt full in the best way: a mix of exploring somewhere new, revisiting meaningful places, and simply enjoying time together away from the usual routine!

08/26/2026

A new month is a fresh opportunity to refocus on what you’re working toward. Whether it’s saving more, preparing for retirement, or simply getting organized, your financial future is built over time. Ready to head into September with a plan? Let’s connect.

08/26/2026

Football season is almost here! 🏈 But there’s more happening behind the scenes than touchdowns and tackles. Ever heard of the jock tax”? Where NFL players practice and play can have a surprising impact on what they take home. 👉 Check out this fun read before kickoff!

See which NFL players owe the most jock tax in 2026, with a state-by-state breakdown of duty days, training camp sites, and nine international games.

08/24/2026

Back-to-school season is a good reminder that a little organization goes a long way—not just in the classroom, but with your finances too. 🎒As schedules settle back into a routine, take a moment to make sure your financial strategy is keeping up with your life. Need a fresh set of eyes on your plan? Let’s connect.

08/20/2026

Retirement may mean saying goodbye to a regular paycheck—but not to regular expenses. So, how do you turn your savings into income you can rely on? Our latest article breaks down the key pieces of creating a retirement paycheck designed to support your lifestyle for the years ahead. 👉 Read the full article to learn more.

When you're working you relied on a paycheck from your job; but in retirement you often need to create your own.

08/19/2026

Estate planning is about making thoughtful decisions now so your family has clarity and confidence in the future. Life changes, and your financial strategy should evolve with it. Let’s connect to make sure you’re prepared for what’s ahead!

08/18/2026

Estate planning can mean different things to different people. This quiz may help you increase your understanding of estate planning.

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

08/15/2026

Building wealth doesn’t happen overnight—it’s the result of small, consistent choices made over time. Invest. Save. Plan. Repeat. Staying consistent today can help create more opportunities for tomorrow. Ready to make sure your financial plan is moving you in the right direction? Let’s connect!

08/12/2026

Parenthood brings new financial priorities—but saving for your future still matters. Our latest article shares ways to balance the costs of raising a family while staying on track for retirement. 👉 Read more here.

The costs of raising children tend to emerge at a particularly critical time for retirement savings if parents are to take full advantage of the power of compounding.