Jackson O'Connell
College Intern - University of New Hampshire 2024
781-431-9777
jackson@balancewealthadvisor.com
Helpful Content
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.