Eric Berner - Financial Advisor at Rock Castle Wealth Advisors

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.

06/02/2026

On a more personal note, I was able to spend some time off the clock this month with Mitzie’s niece and nephew. We’ve been spending a lot of time with them lately, and it’s been great making memories and enjoying quality family time together. I also managed to get out on the golf course a few times, which was a nice way to unwind and take advantage of the warmer weather!

06/02/2026

Halfway through the year is the perfect time to pause and evaluate your financial progress. Are your savings goals still on track? Have your priorities changed? Small adjustments now can create stronger results later. A quick financial review today can help you finish the year with confidence.

05/29/2026

Planning for education starts earlier than you think. A 529 plan can be a powerful way to grow savings over time while taking advantage of tax benefits—helping turn today’s contributions into tomorrow’s opportunities. If you’d like to explore how this fits into your overall plan, I’m here to help.

05/27/2026

Don’t just save for college—accelerate it. 🚀
Superfunding a 529 plan lets you front-load up to five years of contributions, giving your money more time to grow and potentially cover more of future education costs Start earlier, grow smarter.

Young families expecting a liquidity event need to know about superfunding — the IRS provision that lets you front-load 5 years of 529 contributions tax-free.

05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Grateful today and always for their service, their courage, and the families who carry their legacy forward. 🇺🇸