Broker Check
Introduction to Balance Wealth Advisors. What do initial meetings at BWA look like? Comprehensive Financial Planning - How can we help you? We want to work with your other paid advisors.
Yvonne Franklin

Yvonne Franklin

Manager of P&L's for each business entity

781-772-2465

781-431-9777

Jackson O'Connell

Jackson O'Connell

College Intern - University of New Hampshire 2024

781-772-2468

781-431-9777

Jameson Carroll

Jameson Carroll

College Intern - University of Massachusetts 2022

781-772-2450

781-431-9777

Harrison "Harry" Kelley

Harrison "Harry" Kelley

College Intern - Bentley University 2023

781-772-2470

781-431-9777

Current Articles and Posts.

Learn more

<div id="advisor_stream_embed"></div><script src="https://my.advisorstream.com/communication/advisor_website_embedded_script/"type="text/javascript"></script><script>var advisor_stream_website_pk="eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJwayI6NTA0fQ.C9XHABvhYCGgxD6UDq-vOVNPjmoCBS_uLBlIYfllQLk"</script>

Helpful Content

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

9 Facts About Social Security

There are things about Social Security that might surprise you.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

View all presentations arrow

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Rightsizing for Retirement

What does your home really cost?

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos arrow