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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