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 MoreProfessionals 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 MoreAligning 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 MoreA strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
Use this calculator to determine whether you qualify for the different types of IRAs.
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