Berkshire Money Management Adviser Becomes Chartered Retirement Planning Counselor

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DALTON, Mass. — Berkshire Money Management's youngest teammate has recently become a Chartered Retirement Planning Counselor.

Nate Tomkiewicz, 22, who began as a BMM intern three years ago, has recently completed a rigorous course program through the College for Financial Planning, which gives him specialized skills to guide retirees through their retirement by identifying the potential roadblocks — passing assets to heirs, navigating the complex world of healthcare, Social Security —  that they may encounter.

Tomkiewicz also be able to help retirees take advantage of opportunities as they move into the next — and arguably the most important — phase of their lives.



"Nate's continuing education and emphasis on client-centered problem solving is a shining example of our business model," BMM founder and CEO Allen Harris said. "Gone are the days when clients work with us just for good service and investment performance. These are minimum standards nowadays."
 
In order to receive the CRPC designation, Tomkiewicz completed 40-plus hours of rigorous coursework that concluded with a qualifying exam. In addition to his work with the College for Financial Planning, he recently received (in December), through an accelerated degree program, his bachelor of science in business from the Massachusetts College of Liberal Arts and became a fulltime financial adviser at Berkshire Money Management.

 

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Berkshire NAACP President Reflects on Juneteenth Origins, Plans Rally

By Brittany PolitoiBerkshires Staff
PITTSFIELD, Mass. — Juneteenth was celebrated Saturday for the first time as a local, state, and national holiday.  
 
The city of Pittsfield added the holiday to its municipal roster in May, Gov. Charlie Baker signed a bill making Juneteenth a state holiday last July, and President Biden signed a bill making it a national holiday on Thursday.
 
Berkshire NAACP President Dennis Powell spoke to iBerkshires about the origins of the date and its implications in modern-day society.
 
Though he is glad to see it adopted nationally, Powell expressed mixed feelings about Juneteenth, which commemorates the end of slavery and has been celebrated in some parts of the country as Emancipation Day.  
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