Winston Churchill famously said, “We make a living by what we get, we make a life by what we give.” 

 

I recently sat down with Liz Garvey, Financial Planner at Barry Investment Advisors, and John Vasconcellos, President of the Community Foundation of Southeastern Massachusetts, to discuss giving strategies and ideas as we approach the end of 2018.

 

If you are looking for additional guide on charitable giving after listening to the podcast, consider reading this resource from our friends at Fidelity.

 

We hope you and yours had a wonderful Thanksgiving and wish you a happy holiday and giving season. 
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All The Best,

Pat Barry

Managing Partner
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Barry Investment Advisors (“BIA”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Massachusetts. BIA and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which BIA maintains clients. BIA may only transact business in those states is which it is registered/notice filed or qualifies for an exemption or exclusion from registration/notice filing requirements. Any subsequent, direct communication by BIA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BIA, please contact BIA or refer to the Investment Advisor Public Disclosure web site (www.adviserinfo.sec.gov).

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