Barr Associates Inc Financial Services

Barr Associates Inc Financial Services Retirement Planning For Public School Employees

When considering a record keeping system for your business, you need to ask yourself some very important questions
06/03/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

06/01/2026

Being healthy may help your personal finances.

05/29/2026

Do you need umbrella insurance? Find out more.

When it comes to investing, you may be your own worst enemy.
05/27/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/25/2026

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.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
05/22/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
05/20/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Are you looking for a balance? Find yours, starting with this video.
05/18/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
05/15/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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

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