John Krol of the John Krol show interviews Berkshire Money Management’s Allen Harris about the results of the most recent Berkshire Business Confidence Index survey and the upcoming Berkshire Business Roundtable.
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All are Welcome: Financial Advising Open Office Hours Spring/Summer 2023
According to a recent survey by Unbiased, only 33% of American adults feel confident about their finances. And nearly half of those surveyed said they felt too intimidated to seek financial advice, even if they knew they needed...
Why your Berkshire Medical Center 403(b) is different | Retirement for healthcare professionals
by Lauren Russo
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...
Join us for Open Office Hours in Dalton and Great Barrington
Stop in for free, judgement-free financial advice! Financial Advisors Holly Simeone, CES™ and Lauren Russo, CEPA, FPQP™, CVB, together with Paraplanner Angela Elzner, FPQP™, invite you to invest in your financial health by joining them during Open Office...