WILL YOU HAVE ENOUGH 
TO SEE YOU THROUGH RETIREMENT?

In Don’t Run Out of Money in Retirement, veteran money manager Allen Harris helps answer this question — along with many other questions you might have. From long-term care, to Social Security and Medicare planning, through how to prepare for taxes and inflation while leaving a sustainable legacy.

Available as a complimentary digital download with scheduled consultation.

— NOW AVAILABLE —
I’VE BUILT A CAREER ON HELPING PEOPLE MAKE BETTER FINANCIAL DECISIONS.

ALLEN HARRIS

Allen Harris has helped hundreds of clients build steadily toward retirement success. Navigating both calm and stormy waters for more than two decades, he continues confronting the bears and running with the bulls as a veteran of the dot-com bubble, the Great Recession, and the longest market expansion on record. Allen’s career also includes the founding of a highly successful financial newsletter and work at Smith Barney (now Morgan Stanley). He is the co-founder and Chief Investment Officer of a boutique advisory firm.

A REAL-LIFE SUCCESS STORY.

Allen Harris is the founder, owner and Chief Investment Officer of Berkshire Money Management, based in Western Massachusetts — a firm launched with the mission of helping individuals and their families build portfolios while protecting their assets in even the most serious of downturns. In addition, he manages a dedicated consultancy for business owners. Beyond this professional work, Allen is passionate about the well-being of animals and community engagement, providing ongoing, dedicated support to economic revitalization efforts, local arts programs and food security initiatives. Learn more about his business ventures at the dedicated sites below.

Berkshire Money Management is a boutique, fiduciary, financial management firm. Which means our knowledge and expertise are committed to helping our clients make confident decisions to earn more on investments than they might otherwise make on their own.

Your hours are rightfully invested in perfecting your own business – ours are firmly focused on strategizing the greatest return on your hard work. We are your secret weapon when it comes to raising the value of your business and your future.

RESOURCES

  • Are The Berkshires a good place to retire? Image of boats on a lake in The Berkshires
    Exploring The Berkshires as an Ideal Retirement Destination

    When considering where to retire, it is important to consider various factors that can impact your quality of life. Factors to consider include the overall cost of living, available amenities and activities, climate, access to healthcare, and the general atmosphere of the location. The Berkshires, located in Massachusetts, is gaining popularity as a retirement destination,…

    By Peter Coughlin
    March 28, 2024

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  • 5 Factors to Consider 5 Years Before Retirement

    The final five years before retirement are a time for strategic planning and calculated moves. As always, retirement planning is a balance of two things: not running out of money and having the freedom to enjoy your life. Use these last five working years to make sure you’re on the path to a happy retirement….

    By Nate Tomkiewicz
    March 13, 2024

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  • Financial Advisor Lauren Russo - Why worry about something that you can have us help you with?
    Why your Berkshire Medical Center 403(b) is different | Retirement for healthcare professionals

    Retirement planning for nurses and other healthcare professionals Nurses and other healthcare professionals in the Berkshires and across the United States find themselves in a unique retirement situation: the 403(b) offered by their employer can be stewarded by the financial management firm of their choosing while they are still working and paying into it. We…

    Portrait of Lauren Russo

    By Lauren Russo
    January 23, 2023

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WE ALL WANT THE SAME THING, ENOUGH TO THRIVE IN RETIREMENT

WILL YOU HAVE ENOUGH?

Can you afford that dream vacation? What if you need long-term care? Will you leave a legacy to your kids and grandkids? Or to charity? Can you help pay for their college? How do you best deal with taxes and inflation? How do you manage Social Security and Medicare? And what if the economy crashes again — how can you prepare?

Don’t Run Out of Money in Retirement will give you a jump-start on planning for a long and prosperous retirement.

Don't Run Out of Money in Retirement - Book by Allen Harris

Available as a complimentary digital download with scheduled consultation.