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The Extra Mile

Zack Marcotte, Financial Advisor

A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure?

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Peter Coughlin, Executive Director

Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey.

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Scott C. Little, Vice President

Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her.

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Insights & Advice

Nate Tomkiewicz: Started as an Intern, Now We’re Here

This special series of blog posts spotlights the individual team members who make Berkshire Money Management great – and a great place to work, too. Today we’re celebrating Financial Advisor Nate Tomkiewicz, CRPC® as he marks six years with the firm. Happy anniversary, Nate!   When Nate Tomkiewicz was in 8th or 9th grade, his dad gave him a news clipping from the Berkshire Eagle announcing the hiring of a young financial advisor at Berkshire Money Management. The advisor had attended Berkshire Community College (BCC) and Massachusetts College of Liberal Arts (MCLA), and was an intern for the firm before…

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Student Debt Relief Plan: What you need to know

  President Biden and the U.S. Department of Education announced a plan on Wednesday, August 24, to provide further assistance to federal student loan borrowers. If you have private loans only, unfortunately this won’t apply to you. But this is an exciting announcement for millions of borrowers with federal student loans. Long story short, if you have a Federal loan, take a moment to review your options (more on that below). It is also important to note that President Biden does not want to stop here. He hopes to make further changes that will make college more affordable for the…

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Pet insurance: a valuable investment in the health of your furry friends (and your bank account, too)

Your elderly dog has arthritis. His breathing is difficult. He needs assistance to get up, and his bladder is failing. The vet bills are far higher than your own, and it is getting more difficult to pay them. “How much is too much?” Some say there is a limit, others would be willing to go into enormous debt to prolong the life of their pet. The veterinarian technological and medical innovations of today make preserving your pet’s life achievable. Vets offer plenty of ways to prolong life, even in cases of terminal illness. Advancements in veterinary care aren’t cheap Specialists…

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Current News: September 15, 2022 Cybersecurity: How to Protect Yourself from Phishing, Spoofing, and Smishing

Spam emails, texts, and calls – we all get them. The offerings are usually too good to be true: a free cruise, an inheritance from a long-lost aunt, a free iPhone. Who wouldn’t want to be the lucky winner? And that’s exactly what hackers bank on. Scams are effective because they prey upon people’s desires: the desire to win the desire to have more and even the desire to be needed. That’s why hackers will often impersonate people we know, emailing us with an urgent need for us to call them, send them money, or help them with an immediate...

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