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Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm.

Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

 

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  2. 2021 Year-End Planning Strategies

2021 Year-End Planning Strategies

Nov 18, 2021

On this episode of the Barry Broadcast, Liz Garvey and Beth Parker discuss essential items to consider before the end of the year. Specifically, they cover how to maximize contributions to retirement accounts or determine if a Roth conversion makes sense for you. Lastly, they review philanthropic strategies and share strategies to help you give efficiently before the end of 2021.

If you have any questions, please don’t hesitate to reach out to our team.

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