Jackson O'Connell
College Intern - University of New Hampshire 2024
781-431-9777
jackson@balancewealthadvisor.com
Helpful Content
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 true cost of raising a child may be far more than you expect.
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.
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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.
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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.
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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?