5 Factors to Consider 5 Years Before Retirement
The final five years before retirement are a time for strategic planning and calculated moves. As always, retirement planning is a balance of two things: not running out of money and having the freedom to enjoy your life. Use these last five working years to make sure you’re on the path to a happy retirement….
By Nate Tomkiewicz
March 13, 2024
How will moving to the Berkshires, MA, impact your financial plan?
The Berkshires are home to unparalleled natural beauty. This area offers a playground for outdoor enthusiasts of all stripes. Whether you’re an avid hiker, a passionate skier, or simply someone who revels in the simplicity of nature–this region has something to delight every adventurer’s soul. If you’ve been mulling over the idea of trading the…
By Peter Coughlin
February 21, 2024
Effective Strategies for Financial Communication: A Guide to Financial Conversations for Couples
Discussing finances with your romantic partner is important for the health of your relationship and your bank account, but many couples aren’t having those important conversations. A 2023 survey by Empower reveals that just 54% of individuals discuss their finances with their romantic partners. Continue reading to learn how to talk money with your partner…
By Scott Little
January 17, 2024
Money Date ♡ February 8, 2024
Join BMM’s team of licensed financial advisors and CERTIFIED FINANCIAL PLANNER professionals for an enticing and educational evening designed to strengthen your finances and your relationship! During this special dinner date, you and your spouse or partner will discover ways to communicate more effectively about your finances, values, and goals, gain new perspective on each…
By Kimberly Campagna
January 16, 2024
August 17, 2023: Back 2 School Backpack Giveaway
Berkshire Money Management has once again partnered with the Berkshire Eagle to distribute free backpacks filled with school supplies to help students start the new school year. Event Details: Date: Thursday, August 17, 2023 Time: 4:00 to 5:30 pm Locations: Berkshire Money Management161 Main StreetDalton, MA The Berkshire Eagle17 South Church StreetPittsfield, MA Family Resource…
By Kimberly Campagna
August 15, 2023
Breaking up is hard to do: How to leave your financial advisor
If you’re ready to leave your financial advisor, all that’s technically required is to submit a signed letter terminating your contract. But if you want to avoid drama and side-step the red tape, it’s better to have a plan before breaking up with your money manager. When to change financial advisors If your current financial…
By Nate Tomkiewicz
July 27, 2023
