Financial Planning Blog

Plan your financial future with clarity — strategies for retirement, estate, tax, and goal-based planning to guide every stage confidently.

    Will there be cuts to Social Security?
    Will Social Security be cut? Understanding the facts amid a shifting political climate
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    March 25, 2025

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    Can you retire on 1 million dollars
    Can You Retire on $1 Million? A High Earner’s Guide

    By Allen Harris
    March 11, 2025

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    Retirement for Doctors
    Retirement Planning for Doctors: What You Need to Know
    Portrait of Mike O'Brien, financial advisor at Berkshire Money Management

    By Mike O’Brien
    March 11, 2025

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    How much will you spend in retirement? Understanding your retirement expenses

    By Holly Simeone
    February 27, 2025

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    Retiring in 2025
    Retiring in 2025: Are You Ready?

    By Holly Simeone
    December 16, 2024

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    Estate planning anxiety: conquer your fears and secure your family’s future
    Estate planning anxiety: conquer your fears and secure your family’s future

    By Scott Little
    December 10, 2024

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