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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Soldier On Permanent Women Veterans Housing to Open This Winter

By Jack GuerinoiBerkshires Staff

Katie Doherty said she did not think she deserved the dedication but was happy to accept it on behalf of the women who work for Soldier On and the women they serve.
PITTSFIELD, Mass. — Soldier On supporters and stakeholders toured the Katie Doherty Veterans Village on Friday afternoon that is slated to be move-in ready in early February. 
 
Soldier On knows the importance of having a home and with the near completion of the village for women veterans this sentiment will be accessible to all who have served in the military, not just the men.
 
"I was so compelled by the women I met and so compelled by their stories and what had happened to them," Soldier On consultant Katie Doherty said during a small gathering before the tour. "I thought we could do something to help them and restore them to the positions that they deserve." 
 
Construction began on the 14-unit structure in March 2019 near the existing men's permanent housing community. The units average 457 square feet and have a fully equipped kitchen, an open living space, a bedroom and a full shower.
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