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Beyond the Paycheck: Smart Wealth Management Strategies for Executives
"Executives have unique benefits. Learn how to leverage 401(k)s, stock options, HSAs, and more to build a secure retirement." -TheStreet
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"Executives have unique benefits. Learn how to leverage 401(k)s, stock options, HSAs, and more to build a secure retirement." -TheStreet
This honor is particularly special as it reflects the high esteem in which they are held by their peers in the financial industry.
Even highly paid executives need a good plan to maximize their earnings and navigate the complexities of executive compensation packages. Here's an action plan by our expert, Dan Trumbower, for executives to get the most this year and into the future.
"Dan Trumbower, a wealth advisor specializing in Incentive Stock Options, or ISOs, has seen it all when it comes to ISO-related pitfalls." -TheStreet
Harnessing the power of executive compensation benefits is a cornerstone for robust wealth creation. With the right approach, you can unlock unparalleled wealth management opportunities.
"As a busy executive, you may be overwhelmed by several types of compensation and investment options. Our expert breaks it down so you can make the most of your money." -TheStreet
Congratulations to Our 2023 Five Star Wealth Manager Award Winner, Dan Trumbower.
Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.
At first glance, sports and finance don’t appear to have much in common. But after spending some time out on the golf course, the parallels might surprise you.
Managing company stock awards is an important aspect of financial planning for executives. In this guide, Dan Trumbower provides valuable tips to help you understand your options and make the best choices for your financial well-being.
"It's important for executives to carefully manage any company stock awards. Our expert gives helpful tips to understand the options and make the best choices." -TheStreet
"There is still hope for fixed-income investors. Hear from our expert on three ways investors can benefit from rising interest rates." -TheStreet
Restricted Stock Units (or “RSUs”) continue to gain traction as part of company compensation plans. Not only are they a great way to incentivize employees with shares of company stock at future dates, but they are also a tremendous tool to help retain top talent from the employer perspective. Read Dan Trumbower's next article published in "TheStreet" to find out more.
Got Incentive Stock Options (ISOs)? Here's why you should consider a “Stock Swap.” Check out Dan Trumbower's article publication this month in the Retirement Daily column of "TheStreet".
Halpern Financial's Ted Halpern, Melissa Sotudeh, and Dan Trumbower have all been named this month among the "Top Financial Professionals" for 2022 by Northern Virginia Magazine.
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Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!
Executive compensation incentives offer a wonderful planning opportunity to build wealth - avoid these key mistakes.