Financial Planning Blog

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

    how a recession could effect your retirement income plan
    How a Recession Could Affect Your Retirement Income Plan—and What to Do Now

    By Allen Harris
    July 1, 2025

    Read More
    Social Security Mistakes High Earners Make
    Social Security Mistakes High Earners Often Make (and How to Avoid Them)
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    July 1, 2025

    Read More
    Piggy bank and a post it message "403(b) plan"
    New Retirement Option Coming to BHS Employees: Should you go ROTH?
    Portrait of Lauren Russo

    By Lauren Beckett
    May 27, 2025

    Read More
    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

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

    By Allen Harris
    March 11, 2025

    Read More
    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

    Read More