Wealth Management for New Massachusetts Residents
Located in western Massachusetts, the Berkshires are a popular retirement destination – and for good reason! If you’ve recently moved to the Berkshires from New York or Connecticut, your financial picture has likely changed. We’re here to help you make the most of your wealth in your new Berkshire home.
It’s time to update your financial plan
The biggest change your new address will make to your finances isn’t something you’ll feel today but can have major consequences for your heirs tomorrow: Massachusetts estate taxes, which begin at just $2 million.
Other changes to your financial picture may include increased cash flow due to reduced income and property taxes, changing insurance needs, and shifting goals and priorities.
Whatever this next chapter brings, we’re here to help you update your existing financial plan or create an entirely new one.
Full-service retirement planning
At Berkshire Money Management, our team is experienced in helping our new neighbors from New York and Connecticut update their financial and estate plans to make the most of their new lives.
Clients invested with Berkshire Money Management have access to our full slate of services including retirement planning and coaching, estate, financial, and college planning, business exit planning, and more.
