I broke up with their advisor for them
My clients came to me looking for help. They were ready to leave their financial advisor at a major national brokerage. However, because they were not even comfortable reaching out to their advisor in their day-to-day relationship, they felt overwhelmed by the prospect of “breaking up” with them. I offered, “What if I help you through it?”…
By Scott Little
July 18, 2023
Preparing for the end of the federal student loan payment pause: 3 essential steps for borrowers
Is your budget about to take a hit? After 3 years of deferment, federal student loan payments will soon resume for close to 43 million borrowers. If you haven’t been making payments during the deferral period, you may feel the squeeze when your student loan bills come due this fall. Here are three steps every…
By Jared Reinstein
July 3, 2023
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 Beckett
January 23, 2023
Reflecting on 2022 at Berkshire Money Management
To Our Family of Clients, Last year felt like it would never end. It wasn’t as bad as 2020, but we still felt the weight of the COVID-19 pandemic. In contrast, 2022 felt like a blur. This was ironic because Berkshire Money Management grew fast in 2021, but we made the strategic decision in 2022…
By Allen Harris
December 14, 2022
How to avoid Fraud and Scams and shop online securely | Cybersecurity
Bundling up on Black Friday to shop for great deals on TVs, iPods, and holiday gifts while still full of Turkey and stuffing is a thing of the past. While our bellies have remained stuffed, our Black Fridays have changed considerably over the years. The advent of online shopping has made it easier than ever…
By Julia Lewis
November 22, 2022
Layoffs ahead? The Fed’s efforts to beat inflation, October 2022
For the Federal Reserve, slowing inflation may mean slashing job growth. Will we trade high inflation for high unemployment? Berkshire Money Management CEO and Founder Allen Harris explores how employment is impacted by interest rates, and why the Federal Reserve might want you to lose your job. TRANSCRIPT: The Federal Reserve is an…
By Allen Harris
October 12, 2022