David Allen - CRPC, CLTC
Independent Financial Advisor, Owner & Managing Partner
781-431-9777
dallen@balancewealthadvisor.com
Jackson O'Connell
College Intern - University of New Hampshire 2024
781-431-9777
jackson@balancewealthadvisor.com
Helpful Content
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.