Helping you plan and improve your financial outlook through investment plans* and insurance strategies with an overall focus on tax reduction strategies**

 

*Timothy O'Halloran is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.  Securities and investment advisory services offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Suite 200 Colchester, VT 05446 Tel: 802-864-6819.  Blue Point Financial and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

** Tax or legal advice are not provided.  For advice concerning your own situation, please consult with your appropriate professional advisor.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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