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Blog

A calculator and a pen on top of a graph
Shane Terry | Feb 13, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Man sitting on a park bench and working on a laptop
Shane Terry | Jan 30, 2023

Financial FAQs

finance
retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Shane Terry | Jan 23, 2023

What does "Wealth" Mean to You?

finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Shane Terry | Jan 11, 2023

It's Never Too Late to Save for Retirement

retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Shane Terry | Jan 5, 2023

January 2023: Reasons for Optimism

stock market

Dear Valued Investor,

We wish you a happy New Year and hope you were able to close out 2022 with friends and family.

The beginning of a calendar year is

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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Shane Terry | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Shane Terry | Dec 6, 2022

December Client Letter | Outlook 2023

stock market

Dear Valued Investor,

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no

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Hand holding a bill with a red "Past Due" stamp on it
Shane Terry | Nov 29, 2022

Debt and Retirement: Can You Handle Both?

retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Shane Terry | Nov 17, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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A row of houses along a canal
Shane Terry | Nov 17, 2022

Retiring Abroad

retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Shane Terry | Nov 17, 2022

Personal Finance Mistakes to Avoid

finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Shane Terry | Nov 17, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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shane@terrywealth.com

     

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