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. 

 

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lease Payment

How much would your monthly lease payment be?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

An Interest in Lending

The basics of bonds including the advantages and risks of U.S. Treasury, municipal, and corporate bonds.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

Too Good to Be True?

Knowing what to look for could help investors guard against common types of fraud such as pyramid schemes and affinity fraud.

When Your Child Should File a Tax Return

IRS rules regarding who must file are based on the amount and source of income rather than age

More Newsletters →