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”).
Learn MoreInsurance 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.
Learn MoreWealth 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.
Learn Morevon 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
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?