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3 Common Mistakes Executives Make With Incentive Stock Options

October 24, 2023 Dan Trumbower In the News

"Dan Trumbower, a wealth advisor specializing in Incentive Stock Options, or ISOs, has seen it all when it comes to ISO-related pitfalls." -TheStreet

Optimizing Executive Compensation: A Guide to Building Wealth

October 5, 2023 Dan Trumbower

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.

Executives: How to Optimize Your Financial Life

August 23, 2023 Dan Trumbower In the News

"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

Dan Trumbower is a 2023 Five Star Professional Wealth Manager Award Recipient

July 13, 2023 Dan Trumbower In the News

Congratulations to Our 2023 Five Star Wealth Manager Award Winner, Dan Trumbower.

Northern Virginia Magazine's 2023 Top Financial Professionals

July 12, 2023 Ted Halpern Melissa Sotudeh Dan Trumbower In the News

Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.

How Managing Your Portfolio is Like Playing a Round of Golf

June 22, 2023 Dan Trumbower

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.

4 Tax-Friendly Tips for Managing Company Stock Awards

June 19, 2023 Dan Trumbower

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.

Tips for Managing Company Stock Awards

May 24, 2023 Dan Trumbower In the News

"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

Fixed-Income Opportunities in a High Interest Rate Economy

December 8, 2022 Dan Trumbower

"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 - "Vest Day is the Best Day!"

September 21, 2022 Dan Trumbower

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.

Consider "Stock Swapping" Your Incentive Stock Options

August 30, 2022 Dan Trumbower

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 Awarded 2022 Top Financial Professionals by Northern Virginia Magazine

August 20, 2022 Ted Halpern Melissa Sotudeh Dan Trumbower

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.

How to Help Your Teenage Child Become a Roth IRA Millionaire

October 21, 2021 Families In the media Personal Finance Investments Dan Trumbower

Setting up a Roth IRA for your teenager could put them on the path to financial independence.

Start Early, Reinforce Often

September 20, 2021 Families Personal Finance Dan Trumbower

Preparing Your Child for Future Financial Success

Northern Virginia Magazine Awards 3 of HFI's Own

August 25, 2021 In the media News Melissa Sotudeh Ted Halpern Dan Trumbower

Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!

Avoidable Financial Mistakes Executives Make

April 13, 2021 Retirement Personal Finance Risk Dan Trumbower

Executive compensation incentives offer a wonderful planning opportunity to build wealth - avoid these key mistakes.

The Street: Planning for Long-Term Care (LTC) Expenses? Consider an HSA Strategy

January 6, 2021 In the media Investments Dan Trumbower

Dan Trumbower, CFP® explains how a Health Savings Account strategy can help retirees face the eventual cost of long-term care.

The Street: Restricted Stock Awards? 2 Key Strategies You Should Be Thinking About

September 23, 2020 In the media Retirement Dan Trumbower

Dan Trumbower sheds some light on executive compensation strategies.

The Street: 6 Ways Busy Executives Can Optimize Their Retirement Benefits

June 3, 2020 In the media Dan Trumbower

Dan Trumbower's inaugural column at The Street explains several executive compensation and retirement plan strategies.

TheStreet: Steps to Take if Your Employer Stops Matching Your 401(k) Contribution

May 19, 2020 In the media Dan Trumbower

Even if you're not getting free money from your employer,it's still a good idea to take advantage of tax-deferred compound growth, says Dan Trumbower, CFP®.

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