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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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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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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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?