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

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Do You Feel Lucky?

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

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Facts About Income Tax

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

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

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