David Allen - CRPC, CLTC
Independent Financial Advisor, Owner & Managing Partner
781-431-9777
dallen@balancewealthadvisor.com
Max Harrigan
College Intern - Bryant University 2020
781-431-9777
mharrigan@balancewealthadvisor.com
Helpful Content
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Building Your Legacy
A four-step framework for building a personal legacy.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Surprises
Making the most of surprises is a great reason to work with us.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?