Financial Planning Library

At Barry Investment Advisors, we pride ourselves on helping clients better understand the financial planning process and capital markets. Use our blog resources to read about the topics that matter most to you and follow-up with the Barry team if you have any questions.

8 Opportunities In Your Paycheck You May Be Missing

September 22, 2023

When you receive your paycheck, it’s important to consider multiple factors beyond just spending...

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9 Financial Housekeeping Items to Address This Summer

July 19, 2023

Summer is a great time to assess your financial goals and ensure you are on track. Now that we are...

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Identity Theft: How to Protect Yourself from Fraud

June 28, 2023

Individuals who try to scam you or steal your identity are always finding new ways to trick you...

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Graduation - A new chapter of life awaits high school seniors

May 30, 2023

It is never too early to start planning for the future. Utilizing good financial habits will pave...

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2022 Year-End Planning Podcast

December 7, 2022

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to...

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Massachusetts Tax Refund

November 2, 2022

Starting this week, those who paid personal income taxes in Massachusetts in 2021 will be receiving...

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Federal Student Loan Debt Relief Application

October 21, 2022

Earlier this week, President Biden released the application for federal student loan debt relief....

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Where To Save For College & Other Education Expenses

September 27, 2022

Once you’ve determined that you’re on track for retirement, you may be interested in saving for...

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Roth IRA Conversions

August 12, 2022

A Roth conversion occurs when you take funds from your Traditional IRA or other retirement account...

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4 Steps to Creating a Vacation Budget & Saving Enough to Make it Happen

June 9, 2022

In order to make your next vacation as relaxing as possible, start planning now. Financial planning...

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6 Wise Ways to Use Your Tax Refund

May 6, 2022

Now that tax season has concluded you may have received a tax refund. If that is the case, you may...

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How Marie Kondo Can Help You Spark Joy Into Your Financial Life

March 25, 2022

Spring cleaning doesn’t have to stop at tidying up around the house. It can also be a good time to...

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2021 & 2022 Retirement Contributions

February 18, 2022

2021 & 2022 Retirement Contributions

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These Are Key Numbers for Americans to Remember in 2022

December 31, 2021

As we turn the page on another year, we wish you and your family a wonderful start to 2022! From a...

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Liz Had a Baby Girl!

December 1, 2021

Barry Investment Advisors is excited to announce that Liz Garvey had a baby girl! Kendall Grace...

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How to Choose the Best Healthcare Plan

November 30, 2021

Open enrollment is a period of time where you may elect to enroll in or change your previous...

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2021 Year-End Planning Strategies

November 8, 2021

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to...

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Navigating Medicare Open Enrollment

October 22, 2021

Each year, from October 15 through December 7, is a window known as Medicare open enrollment. This...

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Back to School Planning is Different This Year

September 3, 2021

Many parents are preparing to send children off to school this fall. While the checklists grow and...

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Tips for Women to Build Financial Independence

September 3, 2021

Traditionally, women have been the caretakers of both the older and younger generations of their...

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Best Practices for Managing Your Credit

June 28, 2021

A credit card can be an extremely useful tool when used correctly. The use of a credit card may...

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Let's Celebrate 529 Day

May 29, 2021

If you’re saving for your child’s higher education, you probably have a lot of questions besides...

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Changes to the FAFSA Form coming in 2022

March 24, 2021

The Free Application for Federal Student Aid, also known as FAFSA, is making changes that will...

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How Secure Are Your Financial Accounts?

February 25, 2021

In today’s complex world of technology, keeping your financial accounts protected is extremely...

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Adding your Child as an Authorized User on your Credit Card

January 29, 2021

Building credit is an important life tool. Various life events such as buying a car or applying for...

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Medicare Open Enrollment

October 21, 2020

There are several times when you can enroll in Medicare. The initial enrollment period is when you...

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Back to School

September 22, 2020

This year has brought many changes to our lives and school is no exception. This Fall, it is...

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What's Your Family's Mission Statement

August 28, 2020

Although the past few months have been full of change and uncertainty, it has given many the time...

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Should you refinance?

August 7, 2020

Interest rates are at historic lows. There are many things to consider when thinking about...

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Flexible Spending Account (FSA) Changes Due to COVID-19

July 22, 2020

Flexible Spending Account (FSA) Changes Due to COVID-19: Prior to this year, there were only...

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Key Tips for Your Grad

June 23, 2020

Please click the link below to find some key tips for your graduate as they move on to their next...

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Giving Tuesday - How to Help During This Time

May 5, 2020

Over the last several weeks, it's been inspiring to see how ordinary people from across the country...

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Ways to stay connected with Family & Friends

April 23, 2020

Whether you are working from home or just simply trying to stay connected to friends and family,...

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How The CARES Act Impacts Your Financial Plan

April 14, 2020

On March 23rd, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law....

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Buying A Home Before Marriage? Here Are 4 Important Considerations To Keep In Mind

March 10, 2020

With interest rates at an all time low, you may be thinking now is a good time to purchase real...

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How does the SECURE Act affect you?

January 17, 2020

The SECURE Act recently passed into law and affects almost everyone. We encourage you to listen to...

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The Recently Passed SECURE ACT Will Impact You

December 20, 2019

Congress just passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act of...

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Health Savings Accounts: Your Questions Answered

December 19, 2019

Health Savings Accounts (HSA) are only available to people with high-deductible health plans. A...

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Check out the best credit cards of 2019

October 24, 2019

Are you getting the best benefits through your current credit card company? Whether you prefer to...

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Medicare open enrollment is here

October 24, 2019

If you are already enrolled in Medicare, now is the time to give your coverage a checkup. From...

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It's hurricane season. Are you prepared?

September 18, 2019

The latest hurricane has a lot of people worried about their current insurance coverage. Do you...

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Avoid Tax Surprises in 2020

August 23, 2019

Were you surprised by the amount of taxes you owed last year? The IRS created a new Tax Withholding...

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Planning a trip? Check this out before you book your flight

July 19, 2019

We love saving money …and when our clients save money too! If you are planning a trip soon, check...

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Things you need to know about 529 Plans

June 24, 2019

Please check out our short video regarding 529 plans. We discuss the basics, tax benefits,...

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Gift Guide for Graduates

May 24, 2019

It’s graduation season! If you are looking for a gift for your child, niece/nephew, grandchild or...

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Minimizing Tax Surprises

March 13, 2019

The changes to the tax code have many people feeling uncertain about their tax refund or payment...

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2019 Social Security and Medicare Changes

January 22, 2019

With the start of 2019, there will be some changes to Social Security benefits and Medicare. The...

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