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 Travis Terry, CPA     (603) 898-2511

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Travis Terry & Company, CPA operates on a foundation of honesty, integrity, and hard work for you. 

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.


Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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