Broker Check

 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

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?


A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Protection Against Uninsured Drivers

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

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

9 Facts About Social Security

There are things about Social Security that might surprise you.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

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

5 Smart Investing Strategies

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

View all presentations arrow

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow