20's

Time is on your side. Save $100 a week in your 401k starting at age 25. In 40 years your nest egg will be $1.5 million, given an 8% return on investment. Meet with your Halliday advisor to select the most appropriate investments within the 401k.

30's

Save $200 a week in your 401k starting at age 35. In 30 years, your nest egg will be $1.3 million, given an 8% return on your investment. Meet with your Halliday advisor to select the most appropriate investments within the 401k.

40's

Develop a high-quality, comprehensive financial plan to take action toward your goals. The plan will make sure your assets, income, expenses, and liabilities are in focus for your current and future goals. Your Halliday advisor can help you create the plan and offer timely reviews to make sure the plan remains aligned with your goals.

50's

Your retirement goals are in sight. Understand your options for your 804 sponsored retirement income sources: pension, 401k, and annuity. Consider maxing out your 401k. Take advantage of the pre-retirement exit interviews offered by Halliday Financial. The meeting will give you a clear focus as to what your future income and expenses will look like. We will clearly identify any gaps in the plan and help you minimize the risks that all retirees will face.

60's

Visit the social security website (ssa.gov) to review your options. Meet with your Halliday Financial advisor to discuss social security and Medicare planning. Know your full retirement age and be aware of the social security penalty!