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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Lifestyle considerations in creating your retirement portfolio.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
An increasing number have been developed to help individuals with their personal finances.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Agent Jane Bond is on the case, infiltrating the world of bonds.
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.