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.
Make sure you're using tax-free accounts to your best advantage, and avoiding Medicare penalties.
There are a lot of large and small tasks that go into improving your financial life from year to year. Here's how to motivate yourself to get all of it done.
Worried about the Capital One security breach? Here are steps to take, whether or not you are a Capital One customer.
There’s always something new to learn in the world of investments and personal finance. Recently, one of our clients alerted us to a practice we think everyone should try—the financial fire drill.
Your annual spring cleaning should include a cybersecurity sweep. How secure are your everyday online habits? Is your personal and financial information protected from hackers?
The initial meeting with a financial advisor is a two-way interview. But if you do not have a financial background, it’s hard to even know where to start.
Charitable giving is wonderful to do, and it can be tax efficient too.
Don't be fearful--be proactive, and take steps to protect your private financial information.
Every year, at least one client always asks us whether they need travel insurance for a trip abroad, or whether it is OK to skip the insurance pitch at the car rental desk. The answer is: it depends.
Becoming a millionaire is actually very simple—just not easy.
Sheer willpower is finite. Achieve your goals with systems that move you closer and closer to your target.
Financial goals don’t have to be overwhelming when you are armed with the right information, and a team that can help you conquer any challenges that may cross your path!
When is it okay to actually use emergency funds? And what about when you retire and can withdraw from retirement accounts?
It sounds like the ultimate heist from a movie, but unfortunately, the Equifax breach that exposed personal data on nearly 44% of the American population is very real.
How do you prioritize what to do with extra cash? Here are a few questions to ask yourself when deciding which financial goals to tackle first.
We have several tips to help make your cards and reward accounts work for you, not the other way around.
Over and over again, we have noticed a wide gap between what is entertaining to read and what you should actually do as an investor.
New digital wallet technologies are convenient, but with so many options available, it is hard to know which digital wallet to use—or even if you should use them at all, given potential cybersecurity risks.
Get your tax house in order before the end-of-year rush!
Here are a few things you can do when you’re financially well to keep yourself on the right track.