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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Toy Library Installed at Onota Lake

By Brittany PolitoiBerkshires Staff

PITTSFIELD, Mass. — Feel free to use or leave a toy at Onota Lake's newest infrastructure meant to foster community and benefit kids.

Burbank Park now has a toy library thanks to Wahconah Regional High School senior Alexandra Bills. Located along the wall at the beach area, the green and blue structure features two shelves with sand toys that can be used to enhance children's visits.

The Parks Commission supported Bills' proposal in February as part of her National Honors Society individual service project and it was installed this month. Measuring about 4 feet wide and 5.8 feet tall, it was built by the student and her father with donated materials from a local lumber company.

Friends and family members provided toys to fill the library such as pails, shovels, Frisbees, and trucks.

"I wanted to create a toy library like the other examples in Berkshire County from the sled library to the book libraries," she told the commission in February.

"But I wanted to make it toys for Onota Lake because a lot of kids forget their toys or some kids can't afford toys."

Bills lives nearby and will check on the library weekly — if not daily — to ensure the operation is running smoothly.  A sign reading "Borrow-Play-Return" asks community members to clean up after themselves after using the toys.

It was built to accommodate children's heights and will be stored during the winter season.

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