Barr Associates Inc Financial Services

09/02/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

08/31/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

08/28/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

08/26/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

08/24/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

08/21/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

08/19/2026

How literate are you when it comes to your finances? Brush up with these five basics.

08/17/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

08/14/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

08/12/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.