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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Life insurance proceeds are generally tax-free. But not in all cases.
If you find it hard to attain personal life goals, there’s an app for that!
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It sounds simple, but paying yourself first can really pay off.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.