Michael Hall of Gateway Financial Partners

07/15/2026

07/04/2026

Independence isn't just a date on the calendar; it's woven into our everyday lives. Today, we come together to celebrate the nation we love!

What are you up to this Independence Day? Kicking back in the sun and firing up the grill, or diving into festivities with friends and family? Post your plans below!

From my family to yours, here's to a fantastic Independence Day! Isn't it incredible to call America home? God bless the USA!

06/21/2026

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇

📣 Join us in saying thanks to father figures everywhere.🙌

05/29/2026

Don't forget about COLA!

The purpose of the COLA is to ensure that the purchasing power of Social Security and Supplemental Security Income (SSI) benefits is not eroded by inflation.

05/26/2026

Curious about Donor-Advised Funds (DAFs)?

They’re a flexible way to support causes you care about, on your timeline.

Here’s what stands out:
• Contributions may be tax-deductible the year they're made
• Assets can grow tax-free while you decide when to give
• You can donate cash, stocks, and other appreciated assets

DAFs can simplify your giving strategy while keeping it aligned with your values.

05/22/2026

What is a pour-over will and how does it work with a trust?

A pour-over will is designed to work alongside a living trust. It acts as a backup to ensure any assets not placed in the trust during your lifetime are transferred (“poured over”) into it after your passing.

Here’s how it works:

You set up a trust and transfer as many assets as possible into it.

You also create a pour-over will that says anything left outside the trust at death should go into it.

These leftover assets still go through probate, but the will directs them into your trust.

Once there, the trust handles distribution to your chosen beneficiaries.

In short: a pour-over will helps keep your estate plan unified, even if something gets missed.

05/21/2026

When retirement plans are left unmanaged after job changes, coordination and long-term alignment can become more difficult.

For contract-based careers, multiple retirement accounts are common. Taking inventory and reviewing how they fit into your broader financial picture can wlp you stay oganized.

https://www.wsj.com/personal-finance/retirement/forgotten-401-k-plans-are-costing-americans-billions-in-lost-investment-gains-f1d7da48?

As workers change jobs, more retirement accounts are being left behind.

05/18/2026

Inflation Demystified: Inflation affects every part of our economy. Here’s a quick breakdown:

Demand-Pull: Think booming demand during holidays or shortages of hot items.

Cost-Push: Supply chain delays and energy price hikes often trigger this.

Built-In: A ripple effect when wages and prices increase together.