Welcome to Carri & Pelletier Tax & Financial Services
Carri & Pelletier was established by Bruce Carri and Bill Pelletier, who have over six decades of combined tax and financial services experience. Our mission, using a personal, holistic approach, is to first understand your goals, and then help you find the right strategies and solutions to pursue them. We provide three areas of service to our clients:
Professional Tax Preparation, Planning & Representation
Asset Management Strategies*
Taxation is an integral part of most financial decisions; income taxes, estate taxes, gift taxes. Our advantage at Carri & Pelletier over other financial advisors is that we have a depth of knowledge about this area of finances that provides greater value when making investment, retirement, business and other financial recommendations to our clients, potentially providing you additional savings by minimizing taxes in the process of helping you reach your goals. Call us today for a free consultation to discuss your tax and financial services needs.
Here on our website, you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
*These services are offered by A. Bruce Carri and William Pelletier through their affiliation with HD Vest.
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A quick look at how federal income taxes work.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Important items to consider when purchasing condo insurance.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Read this overview to learn how financial advisors are compensated.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It's easy to let investments accumulate like old receipts in a junk drawer.