Bergman, Parker, and Walsh Team with Coastal Wealth, a MassMutual firm

Bergman, Parker, and Walsh Team with Coastal Wealth, a MassMutual firm Through collaborative strategies, we help you make informed decisions about your financial well being

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4hY8BC6

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.
08/13/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let'...
07/24/2026

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let's talk about how a variable annuity can support continued growth throughout retirement.

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