Financial Advisor Lauren Russo - Why worry about something that you can have us help you with?
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

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Student loan forgiveness
Student Debt Relief Plan: What you need to know

President Biden and the U.S. Department of Education announced a plan on Wednesday, August 24, to provide further assistance to federal student loan borrowers. If you have private loans only, unfortunately this won’t apply to you. But this is an exciting announcement for millions of borrowers with federal student loans. Long story short, if you…

By Lauren Russo
August 26, 2022

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Financial Advisor Peter Coughlin of Berkshire Money Management guides a couple through the estate planning process
6 Benefits of Having an Estate Plan | Protect Your Family and Legacy

An estate plan is essential for protecting the people and things you care about when you pass away, regardless of your age or wealth. However, only 1 in 3 American adults have one. I recommend that everybody create an estate plan and make adjustments anytime their family circumstances change. Your family will be glad you…

By Peter Coughlin
July 13, 2022

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College Planning Glossary

Berkshire Money Management’s 2022 College Planning Glossary Our college planning glossary is designed to help students and their families navigate the complex college financial aid process. Click here to download the glossary and start making sense of college financial aid today.     Our team of experienced planners and advisors at Berkshire Money Management is…

April 5, 2022

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College Planning: Where to start?

Does the word “college” give you heart palpitations? You’re not alone. In fact, far from it. Data from Statista says there are approximately 17,245,000 high school students across the U.S. in 2022. That’s a LOT of students. And a lot of stressed parents and family members. Whether you’ve gone through the college application process yourself…

By Lauren Russo
March 22, 2022

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Do not chase stocks

Commodities are soaring. Interest rates are falling. Stocks can’t get out of their own way. All of this is occurring while the first war in decades continues to rage in Ukraine. Seems to me that any gains in the market averages next week will remain dead cat bounces in this bear market. Yes, I hate…

By Bill Schmick
March 4, 2022

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