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. 

 

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Personal Inflation Rate

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Taxable Equivalent Yield

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

More Calculators →

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

More Newsletters →