Don't Run Out of Money in Retirement

ALLEN HARRIS is the founder, owner, and chief investment officer of Berkshire Money Management, based in Dalton, Massachusetts. A veteran of financial services, he launched the firm with the mission of helping people build flourishing portfolios while protecting those assets even in the most serious of downturns. Allen and his colleagues help prospective retirees meet their goals while making the most of opportunities for better returns on their investments. Along the way, they work together to meet the many challenges required for success and address the risks that could get in the way. Allen also specializes in helping business owners build value and income and prepare to sell for the best possible price at retirement. Beyond his professional work, Allen is passionate about the well-being of animals and is dedicated to community engagement through economic revitalization and the arts.

A WORD FROM THE AUTHOR
THE CULTURE OF CARING

INTRODUCTION
LET’S GET PERSONAL
MONEY IN MOTION
FINANCIAL PLANNING 101

ENOUGH TO SEE YOU THROUGH
SMART ABOUT COLLEGE
SOCIAL SECURITY AND MEDICARE
HOW THE RICH AVOID TAXES AND YOU CAN, TOO
THE RETIREMENT YOU ENVISION
MANAGING YOUR ESTATE
PROTECTION AND PROSPERITY
CONCLUSIONTO THE FINISH LINE

IMPORTANT DISCLOSURES: