Barr Associates Inc Financial Services

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Barr Associates Inc Financial Services Retirement Planning For Public School Employees

With increasing wealth comes unique financial challenges.
10/26/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

How much could you receive from Social Security? Here’s what to expect.
10/23/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
10/21/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
10/19/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/16/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
10/14/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/14/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Three important questions to consider before you start taking.
10/12/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
10/09/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
10/07/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Address

819 E Evergreen
Lebanon, PA
17042

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(717) 270-9903

Website

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