Blog

Read our take on the Economy and Modern Finance

  • 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

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  • Moving to The Berkshires represented by picture of Great Barrington road sign
    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

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  • Financial communication represented by Image of US $100 note with heart over Ben Franklin's mouth
    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

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  • Money Date. February 8, 6 pm
    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…

    Portrait of Kimberly Campagna

    By Kimberly Campagna
    January 16, 2024

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  • Financial advisor shakes hands with clients. Date listed March 21
    March 2024 Financial Advising Open Office hours

    Join licensed financial advisors Holly Simeone and Lauren Beckett for free, friendly financial advice during Open Office Hours at Berkshire Money Management. Open Office Hours are an opportunity for everyone in the community – regardless of income, net worth, age, or life stage – to drop in for a one-on-one conversation about your money. Event…

    Portrait of Kimberly Campagna

    By Kimberly Campagna
    January 4, 2024

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  • 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…

    Portrait of Kimberly Campagna

    By Kimberly Campagna
    August 15, 2023

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