Financial Network Agent

Providing Directions and Solutions for Your Financial Future

Navigating today's complicated financial environment is tough!


 

You and your family face a number of challenges. You are looking for sound investment advice from a financial advisor you can trust to address your specific situation.


 

At Hall & North Financial Group, LLC, we believe in providing you quality investment solutions founded on your unique situation rather than a "one size fits all" solutions. We help you in developing a coordinated financial plan that seeks to address your total wealth picture and changing needs over time.


 

We believe in providing financial services with integrity drawing on our years of experience to help you work towards your financial goals.
Calculators

Lease Payment

How much would your monthly lease payment be?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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