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Sound Financial Planning designed for today's evolving landscape.

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Our Approach

Aligning your wealth and your life is much more than simply managing your investments. Take a moment to learn more about the Halliday Wealth Approach.

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Our Expertise

Professionals have a unique set of challenges: balancing life and work, succession planning, being proactive about the future. We partner with professionals to help ease the burden and work to help them attain a level of balance that may be missing.

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Our Services

Halliday Financial provides strategies designed for provision of the highest quality services. We highlight the most important goals in your financial life and the best way to achieve them.

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Newsletters

Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You

Open enrollment is your chance to make every benefit count.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lease Payment

How much would your monthly lease payment be?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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