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Blog

Set of keys beside miniature house
Shane Terry | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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squash near hey by Joseph Gonzalez courtesy of Unsplash.
Shane Terry | Oct 4, 2023

October 2023 Client Letter | Staying the Course

stock market

Dear Valued Investor,

The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies

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Business page of a newspaper
Shane Terry | Sep 29, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Grandmother with child
Shane Terry | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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grayscale photo of Wall St. signage by Patrick Weissenberger courtesy of Unsplash.
Shane Terry | Sep 6, 2023

Navigating Market Setbacks

stock market

Dear Valued Investor,

Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of

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Person writing a list in a notebook
Shane Terry | Sep 5, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Shane Terry | Aug 16, 2023

Why Financial Preparedness Is a Smart Investment

Investments

During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund to help

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Shane Terry | Aug 16, 2023

Smart Savings: 5 Tax Breaks for College Students and Parents

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education

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Two women meeting in an office space.
Shane Terry | Aug 11, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Woman with graduation cap looking at the sky
Shane Terry | Aug 11, 2023

Navigating the Post-Cancellation Era of Student Loans

finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Man sitting on bench in park
Shane Terry | Aug 11, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
finance
retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Two people at work high fiving at a desk
Shane Terry | Aug 7, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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shane@terrywealth.com

     

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