Zack Marcotte

Zack is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary, Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and Retirement Management Advisor.
As Director of Financial Planning at Berkshire Money Management, he partners with recent retirees and people nearing retirement to create actionable plans for achieving their financial goals. He is especially interested in tax planning – he hates taxes and wants to help you pay less of them.

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    Social Security Mistakes High Earners Make
    Social Security Mistakes High Earners Often Make (and How to Avoid Them)
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    July 1, 2025

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    Will there be cuts to Social Security?
    Will Social Security be cut? Understanding the facts amid a shifting political climate
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    March 25, 2025

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    Retirement Income Planning
    Retirement income strategies: Income replacement for retirement
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    May 15, 2024

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    How to Make the Most of Your Charitable Donations
    How to Make the Most of Your Charitable Donations
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    June 18, 2020

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    Age Banding in Retirement: How it Helps Your Finances
    Age Banding in Retirement: How it Helps Your Finances
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    February 25, 2020

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    How to improve financial agility
    How to Achieve Financial Agility
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    December 4, 2019

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