Eric Berner - Financial Advisor at Rock Castle Wealth Advisors

10/26/2026

Still need to pick up Halloween candy? Before you grab the usual Reese’s and M&Ms, you might want to take a look at this list. Some newer treats are giving the classics a run for their money, and a few might surprise you.

The Wall Street Journal rounded up some interesting alternatives to Halloween favorites. See which ones made the list before your last-minute candy run!

Viral gummies, gourmet caramels and artisanal peanut butter cups to replace your regular drugstore assortment handed out at Halloween.

10/22/2026

There are plenty of things that should be scary in October. Your finances probably shouldn’t be one of them. 🎃 An old 401(k), outdated beneficiaries, no clear retirement income strategy, or estate documents you haven’t reviewed can all create unnecessary uncertainty.
A lot of those “financial scaries” become much less intimidating once you know where you stand and what your next step should be.
Before the year starts moving even faster, take a look at the financial tasks you’ve been putting off. A little clarity now can make year-end feel a lot less stressful.

10/21/2026

Healthcare costs can be one of the biggest surprises in retirement. While Medicare provides valuable coverage, premiums, deductibles, and out-of-pocket expenses can add up quickly. With Medicare Open Enrollment now underway (October 15–December 7), it’s a great time to review your coverage, understand potential gaps, and make sure healthcare costs are factored into your retirement plan.

Read the full article to learn what expenses retirees often overlook and how to better prepare.

During retirement planning, many people underestimate how much they will pay for Medicare.

10/20/2026

“How much do I need to retire?”
It’s a good question, but the account balance is only part of the answer. What will your expenses look like? Will you travel? When will you take Social Security? What about healthcare or helping family?
Retirement planning is about connecting the resources you’ve built with the life you want to live. If retirement is starting to feel closer, let’s talk about what you actually want it to look like.

10/19/2026

How do your savings compare to others your age? According to the Federal Reserve, the median bank account balance for Americans ages 55–64 was $8,000 in 2022. But retirement readiness is about more than one number. From maximizing contributions to making smart decisions about Social Security and investments, there are still opportunities to strengthen your financial future.

Curious how your retirement savings stack up? Read the full article to learn more.

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

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.