Eric Berner - Financial Advisor at Rock Castle Wealth Advisors

10/16/2026

Taking a break from financial planning for an important fall question. 🍂
What does your perfect Saturday look like?
🏈 Football all day
🎃 Pumpkin patch
🔥 Firepit and nowhere to be
🥾 Hiking and enjoying the weather
☕ Coffee and a slow morning at home
Or are you the type who somehow tries to fit all five into one Saturday?
Tell us your pick below—we want to hear it.

10/15/2026

Finances can feel overwhelming when the person who always handled them is suddenly no longer there. There may be accounts to locate, bills to understand, insurance to review and decisions that need to be made.
You don’t have to figure everything out at once. If you’re unsure where to begin, I can help you sort through what matters first!

10/12/2026

What would your 80-year-old self wish you worried less about—and made more time for? You don’t have to wait decades to find out.

10/07/2026

Looking back on September, I spent a lot of time thinking about how special it is to be a grandparent. Grandkids have a way of keeping life fun. They keep you laughing, keep you moving, and somehow make even the ordinary moments feel important. Some of the best memories aren’t the big planned ones. They’re the quick visits, the funny conversations, the hugs, and the time spent just being together. September was a good reminder to slow down and appreciate those moments while they’re happening. I’m grateful for every bit of time I get with them.

09/24/2026

Retirement may last longer than expected—and your withdrawal strategy needs to be able to adapt.

A flexible plan can help balance the risk of spending too much with the risk of being overly cautious.

Read more about building a retirement income strategy designed to adjust over time.

Retirees may spend 30 years or more in their retirement, and therefore need a retirement plan that supports longevity.

09/23/2026

A higher income can create more financial flexibility, but it’s easy for spending to grow right along with it. Before committing every raise or bonus to a more expensive lifestyle, consider putting a portion toward retirement savings, paying down debt, building your emergency fund, or another long-term goal. The goal isn’t to avoid enjoying your progress, it’s to make sure today’s success is also strengthening your tomorrow!

09/22/2026

Here’s a tighter version:

The Fed may get the headlines, but **5%** is the number investors should be watching. When Treasuries offer meaningful returns, stocks have to work harder for investors’ money. Read more about what higher rates could mean for valuations, balance sheets and stock selection.

Higher interest rates are changing how investors value stocks as 5% Treasury yields put pressure on valuations, balance sheets and dividends.

09/18/2026

The closer you are to retirement the hard it will be to recover from costly financial mistakes. From Medicare to taxes to investing, retirement planning is complex.

09/17/2026

Consistent contributions made over time may help families build meaningful savings while spreading the cost across many years. Whether college is right around the corner or still years away, it’s worth reviewing how education savings fit into your family’s overall financial plan.

09/16/2026

While ghost tapping sounds like something outof a scary movie, it's a scam that can have real consequences.