Eric Berner - Financial Advisor at Rock Castle Wealth Advisors

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. 🇺🇸

05/21/2026

What if financial planning isn’t really about money at all? 👀

In his latest Stay Positive News column, financial advisor Eric Berner reflects on intentional living, family, travel, and why the best investments often don’t show up on a bank statement.

From sunsets in the tropics with his wife to visits with grandkids in Alabama, Eric shares how meaningful financial planning creates the freedom to enjoy the moments that matter most. ❤️

💬 “Wealth isn’t just measured in accounts. It’s measured in moments.”

Watch the teaser video below, then read the full article here ⬇️
www.staypositive.news

05/20/2026

Many retirees say they’ll downsize, but most don’t. Home sizes tend to stay the same—or even grow.
Moves are more often about family or lifestyle than square footage, which may challenge a common retirement assumption.

Aging Americans often say they're getting ready to downsize. The data suggests otherwise.

05/18/2026

The biggest advantage in investing isn’t timing the market, it’s time itself. Start earlier, even with small steps, and let compounding do the heavy lifting. Delays feel harmless in the moment but become the most expensive decision later!

05/14/2026

If your investments leave you feeling uneasy, it’s worth taking a closer look. A strong plan should bring clarity and confidence so you can stay focused on what matters most. If you’re not feeling confident in your approach, it may be time for a conversation!

05/12/2026

Roth IRAs offer tax-free withdrawals in retirement, no required minimum distributions, and flexible access to your contributions along the way. Compared to traditional IRAs, they trade an upfront tax break for long-term tax-free growth. For many investors, that combination makes them a powerful tool for building and preserving retirement wealth.

A Roth IRA is a powerful retirement tool because you fund it with after-tax dollars and can withdraw the money tax-free after age 59½. It can hold most types of investments, giving you the flexibility to build a diversified portfolio.