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.

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...

Learn More

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...

Learn More

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...

Learn More

How Secure Are Your Financial Accounts?

February 25, 2021

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

Learn More

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...

Learn More

Medicare Open Enrollment

October 21, 2020

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

Learn More

Back to School

September 22, 2020

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

Learn More

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...

Learn More

Should you refinance?

August 7, 2020

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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,...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

Health Savings Accounts: Your Questions Answered

December 19, 2019

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

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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...

Learn More

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,...

Learn More

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,...

Learn More

Gift Guide for Graduates

May 24, 2019

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

Learn More

Minimizing Tax Surprises

March 13, 2019

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

Learn More

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...

Learn More

6 Tips to Get Your 2019 Finances In Order

January 22, 2019

How are your New Year’s resolutions going? Whether you planned to make resolutions or not, there...

Learn More

Estate Conversations

August 17, 2018

Being open about your estate wishes can greatly benefit you and your family. It gives your heirs...

Learn More

Looking For More Resources?

Download our free resource which explains 10 key principles to improve your odds of investment success.
Download The Resource