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 MoreHalliday 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 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 MoreLife insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Will you be able to afford nursing home care?
Use this calculator to estimate how much income and savings you may need in retirement.