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The Cycle of Investing When Do You Need a Will? Safeguard Your Digital Estate

At Michael E Halla & Associates, we understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.

Because 90% of our clients are pre-retirees and retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Our professional services include:  Financial Advisement, Insurance, Annuities, Stocks, Bonds, and Mutual Funds.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Assess Your Life Insurance Needs

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Use this calculator to estimate your capital gains tax.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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Principles of Preserving Wealth

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Investment Strategies for Retirement

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5 Smart Investing Principles

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

No Cash, No Checks, No Problem

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Surprise! You’ve Got Money!

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It Was the Best of Times, It Was the Worst of Times

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Should You Invest in Exchange Traded Funds?

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