HALCYON PROFESSIONAL ADVISORS, LLC

316 2nd Avenue SW, Suite 300 Cullman, AL 35055

Phone:

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
What’s New for 2025?

This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?