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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
For homeowners who think their property taxes are too high, there are ways to appeal.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A letter of instructions provides additional and more personal information regarding your estate.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What’s the deal with your yearly free credit report?
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
What if instead of buying that home, you invested that money?