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About Us. Our Team. Our Services. Our Mission.

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

Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Monthly Memberships

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

How Compound Interest Works

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

 

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

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.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

A Brief History of Estate Taxes

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

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Comparing Investments

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Estimate Your RMD

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

Social Security Tax Estimator

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

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Real Cost of a Vacation Home

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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