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  • June 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
    May 16, 2024

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  • Retirement Income Planning
    Retirement income strategies: Income replacement for retirement

    One of the biggest questions I hear from people approaching retirement is, “How will I pay my bills?” In this article, I’ll share how you can use Social Security, savings, and other sources to provide the retirement income you need to maintain your lifestyle, plus some strategies I use to create personalized Paycheck Replacement Plans…

    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    May 15, 2024

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  • Massachusetts Estate Tax
    Massachusetts Estate Tax Exemption 2024: What you need to know if your home and assets top $2 million

    Benjamin Franklin once said, “Nothing is certain except death and taxes.” Truer words have never been spoken, especially when it comes to your financial legacy. If your total assets including your properties, business, investments, and savings have crossed that $2 million mark, you’ll find that death and taxes are inextricably linked in the form of…

    By Holly Simeone
    April 29, 2024

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  • Managing Risk in Retirement
    Managing Risks in Retirement: Recession Edition

    One of the biggest worries people have about retirement is, “do I have enough money?”That answer is going to be different for each individual depending on their lifestyle and needs during their golden years, but in general, managing risk in retirement involves three key elements: How do you prepare for changes in the stock market?…

    Portrait of Lauren Russo

    By Lauren Beckett
    April 22, 2024

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  • May 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
    April 19, 2024

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  • Are The Berkshires a good place to retire? Image of boats on a lake in The Berkshires
    Exploring The Berkshires as an Ideal Retirement Destination

    When considering where to retire, it is important to consider various factors that can impact your quality of life. Factors to consider include the overall cost of living, available amenities and activities, climate, access to healthcare, and the general atmosphere of the location. The Berkshires, located in Massachusetts, is gaining popularity as a retirement destination,…

    By Peter Coughlin
    March 28, 2024

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