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Employee Benefits

Employee Benefit programs have become an increasingly costly component of an employer's operations. The financial management and integration of these plans have been further complicated by the evolution of managed care, the realignment of the provider and hospital industry and the endless stream of state and federal legislation including the Affordable Care Act (“Health Care Reform”).

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Insurance Services

The confiscatory nature of our tax laws, the desire to ensure the financial security of our loved ones and the need to insure complex business arrangements present engaging challenges to business people and professionals alike. For these and other reasons, insurance products have evolved as flexible and creative tools and solutions.

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Wealth Preservation

As our clients progress through various life stages, they are confronted with many issues and questions surrounding all the elements of what we call “Wealth Preservation”. These elements include, but are not limited to Estate & Legacy Strategies, Retirement Planning, Social Security Planning, Health Care, Long Term Care and Medicare Planning.

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von Halle Brokerage Group

Since 1976 von Halle Brokerage Group has helped our clients protect their family, wealth, retirement, business and the wellbeing of their employees through the use of insurance, employee benefit & wealth protection services. We genuinely care about the needs of our clients and work diligently to build valued and long lasting relationships based upon trust and confidence by providing experienced and meaningful services and guidance.

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

 

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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College Savings

See how much you may need to save now to cover future college costs for your child.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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