Why your Berkshire Medical Center 403(b) is different | Retirement for healthcare professionals
Retirement planning for nurses and other healthcare professionals Nurses and other healthcare professionals in the Berkshires and across the United States find themselves in a unique retirement situation: the 403(b) offered by their employer can be stewarded by the financial management firm of their choosing while they are still working and paying into it. We…
By Lauren Russo
January 23, 2023
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…
By Lauren Russo
August 26, 2022
College Planning: Where to start?
Does the word “college” give you heart palpitations? You’re not alone. In fact, far from it. Data from Statista says there are approximately 17,245,000 high school students across the U.S. in 2022. That’s a LOT of students. And a lot of stressed parents and family members. Whether you’ve gone through the college application process yourself…
By Lauren Russo
March 22, 2022
What’s a FAFSA?
The Free Application for Federal Student Aid (FAFSA®) is an online form used to assess your family’s financial ability to pay for college. It’s free to apply, but you will need to set aside some time (and mental energy) to devote to completing it. To begin, both parents AND the students will each need to…
By Lauren Russo
March 15, 2022
Financial Femmes
As a 24-year-old woman, when I tell people I’m a financial advisor, I sometimes get some squints and questioning looks. Or even a face that suggests “aw, how sweet.” Little do these people know, females are a massive presence in the finance space. Yet, according to Cerulli.com, 18.1% of financial advisors are women. Do those…
By Lauren Russo
March 24, 2021
Financial stress reduction a point of pride
Real Money: Straight-up Answers with Berkshire Money Management DALTON — Not that Lauren Russo has a wand or anything, but when she’s with you at the table, you might find her dispelling financial confusion like she’s some kind of wizard. Russo, 23, of Lee, is one of the younger members of the Berkshire Money Management advising…
By Lauren Russo
July 13, 2020
