Earlier this week, our CEO Allen Harris, pointed out we all have “woulda-coulda-shoulda” investment opportunities, but how can we minimize that? Ideas. Plans. Goals. We are almost halfway through the first quarter of 2021. Now is the time to think about your “financial fitness”. Where is it now? And where do you want it to be? These questions can seem a little overwhelming if you do not know where to begin. To help identify what your specific goals are, here’s a checklist to get the conversation going.
Insights & Advice
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...
Reflecting on 2022 at Berkshire Money Management
by Allen Harris
To Our Family of Clients, Last year felt like it would never end. It wasn’t as bad as 2020, but we still felt the weight of the COVID-19 pandemic. In contrast, 2022 felt like a blur. This was...
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...