Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment and financial planning services are offered by Ted Hallows through his affiliation with HD Vest
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
As our nation ages, many Americans are turning their attention to caring for aging parents.
For many, retirement includes contributing their time and talents to an organization in need.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all of your choices when it comes to managing your taxable income?
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.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.