Welcome to Hall, Hodges & Associates
If you're retired...or seriously thinking about it...you've come to the right place. Over the years, we've focused our efforts and developed our expertise in working with mature adults, retirees, and seniors!
We realize that the definition of retirement has changed for most Americans. Today, the real goal is financial independence...having choices; enjoying your time with friends and family; and living life in your own unique way.
On the one hand, we're living longer, healthier lives. That's a good thing. But, it also presents challenges. if you're going to be retired for 20-30 years, how are you going to pay for it? Could you possibly outlive your money? That's a big concern for a lot of retirees. So, planning for your financial future is somethinkg you simply can not leave to chance.
Many advisors will see you as part of the "retiree" or "senior" market. We see you as an individual...a market of "one". You're the center of your own financial universe and you need to work with a firm that truly understands how important that it.
So, if you want to be treated with respect and dignity; if you want to work with an advisor who views financial planning as a process (not an event); if you want to work with a firm that understands your emotions, as well as your balance sheet...then let's get together.
In the first 5 minutes, you'll know whether you want to work with us...or not. And, in the first 15 minutes, we'll know whether we can help you...or not. If so, we'll begin to build a great relationship. If not, we'll have some fun any way.
We encourage you to explore our website and learn more about the services we provide. Should you have questions; want more information; or wish to make an appointment; please feel free to call us at (800) 490-1447. If you prefer, you can use our website to contact us by email. Either way, we look forward to meeting you personally and developing a long-lasting and mutually rewarding relationship!
Newsletters
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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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Car Affordability
How much can you afford to pay for a car?