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Full Description
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.
Contents
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:
