Balanced Wealth Advisors

06/23/2021

https://app.mobilecause.com/vf/edge2021/EdHilston

Hello all, once again I will be rappelling down the Brady Sullivan building in Manchester to help raise money for Family Promise of Southern NH via the United Way. I do not like heights but I do this to help those that are in need. Please take a moment to support those less fortunate than you. At Family Promise of Southern NH we help families become independant and change their lives. Thank you!

I'm going Over the Edge in support of my community! Find out more and donate here: https://igfn.us/vf/edge2021/EdHilston

02/13/2021

One of the many changes this year. Be sure to read this.

What's a Form 1444? And a Form 1444-B? You'll want to find those if you want to do your taxes. Or look elswhere for clues on your stimulus payouts.

11/19/2020

Most of these amounts may not be enough, depending on the need. I have never heard anyone say they saved too much.

If you’ve ever wondered how your retirement savings compares with your peers, you’re in good company.

09/21/2020

Share with someone who could benefit.

Buying a house shouldn’t be your top goal — retirement should be

09/18/2020

This is why the retirees we work with have 3-5 years of withdrawals in cash. The worst thing that can happen is not that markets can go down because that is going to happen over and over again while retired. The worst thing is having to sell while markets have gone down.

Withdrawing money can cost you long-term, big-time

08/20/2020

This is not meant to replace qualfied legal help. It is meant to show how important getting legal help is and if you have questions I can help. Good legal help can be worthwhile and save a great deal of money and stress.

‘I don’t want a vacation home that I do not enjoy hanging over my head during my retirement.’

08/17/2020

Interesting. I am sure this was not what was intended.

What did people do with their stimulus checks? People who spent most of their stimulus checks account for just 15% of U.S. households, compared to a third of...

07/23/2020

We can help with these decisions and more. Contact us.

Waiting until later is ideal but life can get in the way

07/16/2020

There is no one right answer to this questions. That is why we customize everything we do. Be ready for a lot of questions when you come to see us. We will be ready for them too.

Have a question about retirement, including where to retire? Email [email protected]

05/29/2020

Without the need for Required Minimum Distributions this year, a Roth Conversion may make sense. Please contact us and we can go over the positives and negatives. It is something that requires careful consideration.

Shining a light on Roth conversions vs. taking 401(k) distributions

05/07/2020

Be careful if you are attempting this. Contact us and we can help.

You can now take up to $100,000 out of your IRA and pay it back within three years with no tax hit. But there can be tax consequences in the interim.

04/14/2020

CARES Act: What investors and small businesses need to know