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Halpern Financial in the Wall Street Journal and USA Today

In the media Melissa Sotudeh Ted Halpern

If you are not following us yet on LinkedIn, you might not have heard--Halpern Financial has been all over the news with advice to start the New Year!

How to Set, And Keep, Your Personal-Finance Resolutions

(WSJ login required to read full article)
Get a clear picture in your mind of the outcome of your resolution, says Ted Halpern, founder of Halpern Financial Inc. in Ashburn, Va. “That clear vision will push you through the tedious or difficult times and give you the urgency and purpose to try again if you go off course,” he says.

 

Tax-Smart Strategies for Retirement Savings

Wealth Advisor Melissa Sotudeh,CFP(r), shares her advice from a financial planning perspective: "You can control your income tax bracket to some extent by maximizing salary deferrals — for example, by putting as much as possible toward retirement accounts like 401(k) and IRA plans and thereby lowering your taxable income. Otherwise, you need to be as tax-efficient as possible as you save for college, retirement or other goals."

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IMPORTANT DISCLOSURE INFORMATION

 Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.


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