Welcome to Halloway & Associates, P.C.
On our website you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
It's important to understand how inflation is reported and how it can affect investments.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”