Financial Planning Blog

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

    Retirement Income Planning
    Retirement income strategies: Income replacement for retirement
    Zack Marcotte, Director of Financial Planning, Berkshire Money Management

    By Zack Marcotte
    May 15, 2024

    Read More
    Massachusetts Estate Tax
    Massachusetts Estate Tax Exemption 2024: What you need to know if your home and assets top $2 million

    By Holly Simeone
    April 29, 2024

    Read More
    Managing Risk in Retirement
    Managing Risks in Retirement: Recession Edition
    Portrait of Lauren Russo

    By Lauren Beckett
    April 22, 2024

    Read More
    Exploring The Berkshires as an Ideal Retirement Destination
    Exploring The Berkshires as an Ideal Retirement Destination
    Peter

    By Peter Coughlin
    March 28, 2024

    Read More
    5 Factors to Consider 5 Years Before Retirement
    5 Factors to Consider 5 Years Before Retirement

    By Holly Simeone
    March 13, 2024

    Read More
    How will moving to the Berkshires, MA, impact your financial plan?
    How will moving to the Berkshires, MA, impact your financial plan?
    Peter

    By Peter Coughlin
    February 21, 2024

    Read More