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

Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

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