Balanced
Rock
Investment
Advisors
Resources
Professionals, Services & Resources
We are happy to share some of the resources and services providers that we frequently recommend to clients on this page for our clients and others who may find it useful. Nothing on our webpage or any links provided should be considered investment advice. It is provided exclusively for educational and informational purposes.
Banking & Savings
NCB works with individuals who want to make a positive impact in their community. When you choose NCB’s Impact Checking and Savings Accounts, you’ll enjoy all the conveniences you love, from a bank that supports the things you care about. You deserve a bank that you feel good about.
Max finds competitive rates offered on High Yield FDIC Savings accounts and helps you easily open and close the accounts and move your cash to maximize your interest. Max charges a small fee for their service and provides additional cash management tools. You can link many checking accounts directly to Max.
Brokers/Custodians
Balanced Rock uses Charles Schwab as broker and custodian for most of our clients’ assets under management and recommends their services for financial planning clients and others.
College and Education Funding
Information about applying for student aid. Start the FAFSA application, apply for PLUS Loans, research grants and scholarships, and more from this website.
The Massachusetts 529 Plan provider. For MA residents, contributions up to $1,000/year for single filers and $2,000 for married filing jointly to a MA 529 Plan may be tax-deductible.
Legal Services and Resources
Lang Coakley - West Roxbury, MA
Lang Coakley is a boutique law practice in Boston, Massachusetts that provides practical legal advice to small businesses, families and individuals.
Pathway Law - Belmont, MA
Pathway Law strives to serve its clients by providing thoughtful trust and estate services that protect assets, minimize taxes, and plan for our client’s best possible lives; and, even after death, continue to support and inspire their loved ones on their own life journeys.
A free guide to many aspects of estate planning, including wills, trusts, living wills, and powers of attorney.
A wide variety of free information about estate planning concepts from legal experts.
Mortgage Lenders and Resources
Aimloan.com is a direct mortgage lender with very competitive interest rates. We have found the online estimates of rates and closing costs provided via their online estimator to be very reliable.
LoanDepot is a direct mortgage lender offering very competitive interest rates. They offer mortgages to self-employed individuals that Aimloan.com is no longer underwriting. LoanDepot will waive its origination fee for refinancing an existing LoanDepot loan.
A full-featured free online mortgage calculator
Tax Preparers and Resources
Gonzalez & Associates, P.C. - Stoughton, MA
Gonzalez and Associates, P.C. provides services in the accounting, audit and tax areas including corporate, partnership, trust, estate, and individual tax preparation, financial and retirement planning, audit, reviews and compilations of non public and non profit entities. They have extensive experience in the area of planning issues for same gender married couples and unmarried couples. They are also well versed in the tax issues that affect transgendered tax payers.
Ron Mutascio & Associates - West Roxbury, MA
Ron Mutascio P.C. specializes in small business accounting and individual income tax preparation. The Firm's philosophy is that although compliance with the myriad of tax rules and regulations is confusing and complicated, conversations with your tax professional should be comprehensive yet easy to understand.
Find free options for filing your federal taxes online, through the IRS Free File Program. Most of the free options are for taxpayers with an AGI of $72,000 or under. This program does not include free electronic filing of state tax returns.
A wide variety ofYou can find extensive tax information here for Individuals direct from the IRS for free. free information about estate planning concepts from legal experts.
Other Resources
A free and secure my Social Security account provides personalized tools for everyone, whether you receive benefits or not. You can use your account to request a replacement Social Security card, check the status of an application, estimate future benefits, or manage the benefits you already receive. All from anywhere!
Enroll in, learn about, and access your Medicare benefits.
The SHINE Program (Serving the Health Insurance Needs of Everyone) provides free health insurance information, counseling and assistance to all Massachusetts residents with Medicare.
