Barresi Financial, Inc.

Welcome to Barresi Financial Inc.'s home page!

We hope that this site will provide you with valuable information. Barresi Financial, Inc. provides an array of employee benefit, insurance, and financial products and services. We take a holistic approach to insurance and investment strategies which includes needs assessment, portfolio strategies, service and support. We suggest approaches in conjunction with our clients' other professional advisors to provide high quality choices and service. The staff of Barresi Financial, Inc. is committed to providing personal service and assisting in your financial goals.

 EMAIL:  sviolette@barresifinancial.com

I am licensed and registered to offer products and services in [FL, MA, ME, NC, NV, SC]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Financial IQ Test

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Newsletters

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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