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

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

More Newsletters →