Welcome to Halloway & Associates
On our website you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
For a complimentary financial review complete the contact form and we'll be in touch.
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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A four-step framework for building a personal legacy.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What kind of auto insurance should you have? Do you know?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
Three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Learn how to harness the power of compound interest for your investments.