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 Travis Terry, CPA     (603) 898-2511

Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Death is No Excuse

Death is No Excuse

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

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Business Cycle

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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