Michael E Halla & Associates

Michael E Halla & Associates At Michael E Halla & Associates, we understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success.

Securities offered through TCFG Wealth Management, LLC (TCFG), member FINRA/SIPC. Advisory Services through TCFG Investment Advisors, LLC, an SEC registered RIA, Insurance Products offered through TCFG Insurance Solutions, LLC. TCFG companies are unaffiliated with third-party sites, we cannot verify the accuracy of, nor assume responsibility for any content of linked third party sites. Information

on third party sites is for informational purposes only. Michael E. Halla & Associates is independent of TCFG.

Terrible or wonderful; Could a variable annuity be right for you?
09/03/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
09/02/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Stocks bounced back last week fueled by strong AI corporate reports and bond buyback reports. Dive into our full weekly ...
08/31/2026

Stocks bounced back last week fueled by strong AI corporate reports and bond buyback reports. Dive into our full weekly update covering Fed signals from Jackson Hole, upcoming August jobs data, and three great recovery stretches!

Stocks rebounded last week behind strong AI earnings and falling bond yields, despite hawkish Fed signals from Jackson Hole. Join Ryan Brandon and Mike Halla for a look at upcoming jobs data, earnings from Broadcom and Dell, and post-workout stretches.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
08/30/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

Check out this video on taxes.
08/27/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
08/26/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

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Rising bond yields and energy inflation weighed on equities last week. Read our full weekly breakdown covering Treasury ...
08/26/2026

Rising bond yields and energy inflation weighed on equities last week. Read our full weekly breakdown covering Treasury debt buybacks, upcoming earnings from Nvidia, and three simple stretches to relieve lower back pain!

Stocks fell last week as spiking global bond yields pressured markets. Join Ryan Brandon and Mike Halla for a look at Treasury buybacks, key economic data like the PCE Index and Q2 GDP revisions, plus upcoming earnings from Nvidia and Salesforce.

Before retiring early, take a look at the cold, hard facts.
08/23/2026

Before retiring early, take a look at the cold, hard facts.

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

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
08/20/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
08/19/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

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Manitowoc, WI

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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