FinancialWellness.wrfa.com, Financial, Wellness, Health Fairs, Wellness Fairs, Education, Financial Literacy, Financial Advisors

Eric Berner, CDFA
Financial Advisor

Helping people provide for their loved ones today and live their dreams tomorrow

Welcome!

Here you’ll find a wealth of information in the form of newsletters, articles, calculators, and more. 

Your visit to this site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This web site was created to help you gain a better understanding of the financial concepts behind tax strategies, insurance, investing, retirement, estate planning, and wealth preservation. Most important, you will see the value of working with skilled professionals to pursue your financial goals.  You may also request a no obligation quote for life, health, disability, long term care and group health insurance. 

Financial Wellness in the Workplace is a program offered to companies who see their employees as vital assets in their businesses and who recognize that employees who are financially 'fit' tend to be more productive while on the job.  The Federal Reserve Bank of Kansas City has done thorough research on the effects of financial educaiton in the workplace.  If you would like individual information about how Financial Wellness could help you and your company, click here.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

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Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Payment

How much would your monthly lease payment be?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

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