Barry Financial Advisors

Financial Planning, Investment and Insurance Solutions

Serving the Financial Planning needs of Local, State and Federal government employees and families! This website offers you a wealth of information in the form of newsletter articles, calculators, and research reports.

Your visit should empower you to understand the opportunites and potential rewards that are available when you take a proactive approach to your personal financial situation. This website is created to help you gain an enhanced understanding of the financial concepts behind investments, retirement, risk management with insurance solutions, college funding, estate planning, and wealth preservation. We hope you more clearly see the value of working with skilled professionals in the pursuit of your specific financial goals.

Contact our office to help you make the financial decisions needed for today and the future. We're here to help educate you about the basic concepts of financial management; to help you learn more about the resources available; and to give you fast, easy access to market performance data. 

 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

Income for the Long Run

A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

A New Look at Old Retirement Savings Guidelines

Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

HOT TOPIC — Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

More Newsletters →