Blog
Read our take on the Economy and Modern Finance
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Financial Advising Open Office Hours: Fall 2023
Join licensed financial advisors Holly Simeone, Lauren Russo, and Angela Elzner 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…
By Kimberly Campagna
August 17, 2023 -
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 -
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 Russo
January 23, 2023
