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 (818) 844-8400 Opt 2. 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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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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.