Broker Check

Travis Terry, CPA     (603) 898-2511

No Cash, No Check, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

Main Street Financial Services and Travis Terry & Company, CPA operates on a foundation of honesty, integrity, and hard work for you. 

Our unique blending of tax and investment planning provides you an exclusive view into your financial well-being.

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?

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The History of Retirement

Do you know where the idea of “retirement” comes from?

View all articles arrow

Contributing to an IRA?

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Social Security Taxes

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

Saving for Retirement

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Protecting Those Who Matter Most

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

Tax Management Strategies

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

The Facts About Income Tax

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow