Our 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 MoreOur 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 MoreNewsletters
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.