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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Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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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Car Affordability
How much can you afford to pay for a car?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.