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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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This calculator can help you estimate how much you should be saving for college.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Use this calculator to estimate your capital gains tax.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Your Cash Flow Statement

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

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Choosing a Mortgage

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The market is as unpredictable as the weather. We’d love to help you prepare.

No Cash, No Checks, No Problem

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