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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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Retirement Toolbox

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

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Life Expectancy Calculator

What is your life expectancy?

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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

Take this quick quiz to find out your Financial IQ

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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