Money Date. February 8, 6 pm
Money Date ♡ February 8, 2024

Join BMM’s team of licensed financial advisors and CERTIFIED FINANCIAL PLANNER professionals for an enticing and educational evening designed to strengthen your finances and your relationship! During this special dinner date, you and your spouse or partner will discover ways to communicate more effectively about your finances, values, and goals, gain new perspective on each…

Portrait of Kimberly Campagna

By Kimberly Campagna
January 16, 2024

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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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Money In Motion | 5 Critical Moments for Financial Choices & What to Do

Families and individuals have the most to gain – or lose – when money is in motion. Whether you’re building wealth or spending it, one thing is for certain: this is a critical moment for good financial choices. Here are five common situations where you will find that your money is in motion, and what…

By Allen Harris
June 8, 2022

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Is it time to hire an investment advisor?

Individual investors have had a decade or more of gains, compliments of a stock market that has gone up with few interruptions. But as we enter a new era of tighter monetary policy, the road ahead may be a bit rockier than most investors expect. As such, it might be time to enlist a little…

By Bill Schmick
December 23, 2021

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