The Berry Group

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Perhaps more than any other time in recent history has the world economic landscape presented as many challenges to investment managers and their advisors. Lower growth expectations in the US, a low interest rate environment coupled with greater volatility puts enormous pressure on portfolio construction.  Such challenges call for extraordinary resources, experience, reliability and integrity. 

Whether you’re looking for guidance with your retirement planning, your 529 college funding, charitable giving and or wealth management, Rick Berry is an advisor you can count on.  We start with an understanding of your current situation, your life’s goals, dreams and an inventory of your assets and tolerance for risk.   2013 and beyond will require being selective, investing in companies, not markets and an approach to manage risk without closing the door on opportunities.  Being objective in uncovering those money managers who demonstrate long term excellence in their work is essential to the success you expect in your relationship with Rick.

The realization of your goals involves a commitment to action, an evolving understanding and belief in the worlds’ capital markets.  Rick relishes the building of bridges and the nurturing of the relationship through a coaching and mentoring approach.

Rick Berry provides his financial and wealth management services in the Greater Tri-State area including Connecticut, Massachussets, and Rhode Island for the past forty plus years.

 

Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Facts About Income Tax

The Facts About Income Tax

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

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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