Leo White, Financial Advisor CRPC, CLTC
Financial Advisor
781-431-9777
lwhite@balancewealthadvisor.com
Hunter Dempsey, Financial Advisor, CRPC
Financial Advisor
781-431-9777
hdempsey@balancewealthadvisor.com
Jackson O'Connell
College Intern - University of New Hampshire 2024
781-431-9777
jackson@balancewealthadvisor.com
Helpful Content
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
How Income Taxes Work
A quick look at how federal income taxes work.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
View all articles 
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
View all calculators
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Surprises
Making the most of surprises is a great reason to work with us.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.