Jackson O'Connell
College Intern - University of New Hampshire 2024
781-431-9777
jackson@balancewealthadvisor.com
Helpful Content
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Do You Know the Whole Life Story?
Whole life insurance can help to diversify a financial portfolio.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Don't Myth Out on Whole Life
There are a lot of myths around whole life. Get the facts here.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.