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.

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Reflecting on 2022 at Berkshire Money Management

Allen Harris

To Our Family of Clients, Last year felt like it would never end. It wasn’t as bad as 2020, but we still felt the weight of the COVID-19 pandemic. In contrast, 2022 felt like a blur. This was ironic because Berkshire Money Management grew fast in 2021, but we made the strategic decision in 2022 to slow down and absorb that growth. We used the year to strengthen partnerships for the company (bookkeeping, compliance, trading) and clients (college planning, tax avoidance, risk management). And, of course, we took the year to focus on continuing education for familiar faces and training

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Jobs vs. Inflation. Which will the Fed choose?

Layoffs ahead? The Fed’s efforts to beat inflation, October 2022

Allen Harris

For the Federal Reserve, slowing inflation may mean slashing job growth. Will we trade high inflation for high unemployment? Berkshire Money Management CEO and Founder Allen Harris explores how employment is impacted by interest rates, and why the Federal Reserve might want you to lose your job. TRANSCRIPT: The Federal Reserve is an independent government body. So they’re not supposed to listen to the White House or Congress or House of Representatives. They’re supposed to do whatever they need to, to fulfill their two goals, or mandates. One is stable growth (employment) and the other is to keep

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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.

Available as a complimentary digital download with scheduled consultation.

— NOW AVAILABLE —

If you’re interested in a consultation – as an individual, business owner or organization seeking a speaker — please feel free to use this form and reach out. Although Allen does make occasional appearances, his first commitment continues to be serving clients.

Thank you.

contact

Berkshire Money Management, Inc.
161 Main Street, Dalton, MA 01226 | 322 Main Street, Great Barrington, MA 01230
(413) 997-2006 - (888) 232-6072

Will you have ENOUGH to see you through retirement?

I've built a career on helping people make better financial decisions.

Allen Harris

A real-life success story.

resources

Reflecting on 2022 at Berkshire Money Management

Layoffs ahead? The Fed’s efforts to beat inflation, October 2022

"We all want the same thing, enough to thrive in retirement"

will you have enough?

Thank you.

contact

"We all want the same thing,
enough to thrive in retirement"