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Allen Harris, founder of Berkshire Money Management, has helped hundreds of families build steadily toward retirement success, skillfully guiding them through the best of times and the worst. In his decades-long career, Allen has navigated both calm and stormy waters, helping clients make the most of investment opportunities while protecting their portfolios in challenging times. Together they have confronted the bears and run with the bulls: Allen is a veteran of the dot-com bubble, the Great Recession, and the longest market expansion on record. Through the years, he and his colleagues have kept families and business owners on course to reaching their retirement dreams. During his career, Harris also founded a highly successful financial newsletter, worked at Smith Barney (now Morgan Stanley), and was chief investment officer of a boutique advisory firm. He previously authored Build It, Sell It, Profit: Taking Care of Business Today to Get Top Dollar When You Retire.
Sommario
A WORD FROM THE AUTHOR
THE CULTURE OF CARING INTRODUCTIONLET'S GET PERSONALMONEY IN MOTIONFINANCIAL 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 CONCLUSION
TO THE FINISH LINE IMPORTANT DISCLOSURES:
Info autore
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.
Riassunto
Allen Harris, founder of Berkshire Money Management, has helped hundreds of families build steadily toward retirement success, skillfully guiding them through the best of times and the worst. In his decades-long career, Allen has navigated both calm and stormy waters, helping clients make the most of investment opportunities while protecting their portfolios in challenging times. Together they have confronted the bears and run with the bulls: Allen is a veteran of the dot-com bubble, the Great Recession, and the longest market expansion on record. Through the years, he and his colleagues have kept families and business owners on course to reaching their retirement dreams. During his career, Harris also founded a highly successful financial newsletter, worked at Smith Barney (now Morgan Stanley), and was chief investment officer of a boutique advisory firm. He previously authored Build It, Sell It, Profit: Taking Care of Business Today to Get Top Dollar When You Retire.
