Our Expertise
Professionals have a unique set of challenges: balancing life and work, succession planning, being proactive about the future. We partner with professionals to help ease the burden and work to help them attain a level of balance that may be missing.
Learn MoreOur Approach
Aligning your wealth and your life is much more than simply managing your investments. Take a moment to learn more about the Halliday Wealth Approach.
Learn MoreOur Services
Halliday Financial provides strategies designed for provision of the highest quality services. We highlight the most important goals in your financial life and the best way to achieve them.
Learn MoreNewsletters
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Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lease Payment
How much would your monthly lease payment be?