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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Reduce taxes by giving smartly

“Should five percent appear too small, be thankful I don’t take it all, because I’m the taxman … Don’t ask me what I want it for if you don’t want to pay some more, because I’m the taxman.” —The Beatles I’m not a big fan of paying taxes. I mean, I guess I like it when…

By Allen Harris
December 6, 2021

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Choosing the Right Life Insurance Policy

How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which then pays your beneficiaries a certain amount after you die. But not all life insurance policies are the same. In fact, the right policy for one person may be the…

Portrait of Kimberly Campagna

By Kimberly Campagna
February 3, 2021

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Veteran investor ready to put his knowledge to work for you

Real Money: Straight-up Answers with Berkshire Money Management DALTON — Whether ushering a client through the complications of estate planning or hiking his way to the summit of Mount Greylock, Berkshire native Peter Coughlin always maps out a plan for success. Planning has kept him thriving in the personal finance business for close to 35…

By Peter Coughlin
July 20, 2020

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Let Berkshire Money Management map it out for you

Whether you’re planning for retirement or selling your business, this Dalton firm is ready to optimize the experience so you get the most out of your assets, and your life DALTON — Allen Harris wants you to picture two dollar amounts in your mind. For the first number, the CEO of Berkshire Money Management wants…

June 8, 2020

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