Financial education doesn't have to be boring. Learn how to live your best financial life with popular blog topics from Halpern Financial. When you subscribe, you will receive a welcome email as well as all future blog posts on personal finance and wealth management. Click the button below to sign up.
"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.
Setting up a Roth IRA for your teenager could put them on the path to financial independence.
Preparing Your Child for Future Financial Success
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.
Dan Trumbower, CFP® explains how a Health Savings Account strategy can help retirees face the eventual cost of long-term care.
Dan Trumbower sheds some light on executive compensation strategies.
Dan Trumbower's inaugural column at The Street explains several executive compensation and retirement plan strategies.