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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®.

MarketWatch: Mom and Pop Sold Bonds as the Market Tanked

April 16, 2020 In the media Dan Trumbower

Usually stocks and bonds move inverse to each other. Dan Trumbower, CFP® explains why that didn't happen in March.

Magnify Money: Best Ways to Spend Your COVID-19 Stimulus Check

April 16, 2020 In the media Dan Trumbower

Make sure to put on your own oxygen mask first, says Dan Trumbower, CFP®. That way you'll be stable and able to support others.

Money: How to Use Your Stimulus Check in the Smartest Way Possible

April 6, 2020 In the media Dan Trumbower

Spend, save, or invest? Dan Trumbower shares his recommendations.

CNBC: Good Reasons to Check Your Homeowners Insurance Heading into Spring

March 16, 2020 In the media Risk Dan Trumbower

Dan Trumbower's experience with the tornado that hit his hometown of Monrovia, MD--and the insurance claims afterward--was featured on CNBC.

Forbes: Retirement Worries Now? You Can Think Ahead With These Four Steps

March 9, 2020 In the media Retirement Dan Trumbower

Figuring out what you need to gain peace of mind and strength testing your portfolio are excellent ways to alleviate retirement worries, says Dan Trumbower.

Financial Advisor IQ: Advisor Budgets, Planning Efforts Snared by Coronavirus

March 6, 2020 In the media Dan Trumbower

Dan Trumbower comments on the coronavirus' effect on conferences for financial advisors.

Financial Advisor IQ: Advisors Who Handle Client Fears Well Now Will Win Big Later

March 6, 2020 In the media Dan Trumbower

Dan Trumbower explains how reaching out to clients during stressful times in the market can allay investor fears and improve outcomes.

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