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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.

Helpful Content

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Saving for College 101

Here’s a crash course on saving for college.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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