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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Learn how to harness the power of compound interest for your investments.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Women must be ready to spend, on average, more years in retirement than men.