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The Wall Street Journal: Covid-19 Taught Americans How to Let Go of Their Steady Paychecks

March 14, 2022 In the media Ted Halpern

Ted Halpern gives his advice on one thing to be sure to do before leaving behind your steady paycheck.

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.

I Just Retired. How Would I Recover From a Market Downturn Now?

October 4, 2021 In the media Retirement Personal Finance Risk Melissa Sotudeh

Preparing for a potential dip early in retirement is critical for protecting your nest egg.

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!

ThinkAdvisor: 10 Retirement and Tax Rules Advisors Love to Hate

August 19, 2021 In the media Retirement Aaron Clarke

Aaron Clarke, CFP® weighs in on a rule he'd like to change to help Americans save on inevitable health care costs.

HFI Once Again on the Financial Advisor Magazine Top 500 RIAs

August 9, 2021 In the media

We are proud to once again be included in the Financial Advisor Magazine Top 500!

Halpern Financial Once Again Named a Top 10 Largest Wealth Management Firm in Greater D.C.

July 26, 2021 In the media

Halpern Financial is pleased to announce we have made this prestigious list once more!

Don't Panic When the Market Hits New Highs

March 23, 2021 In the media Personal Finance Wealth mindset Risk Investments Kirsty Peev

Consider dollar-cost averaging and other investing strategies when markets reach new heights.

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.

2020 Year-End Investment Portfolio Housekeeping

December 24, 2020 In the media Melissa Sotudeh

Helpful tips to make sure all your financial ducks are in a row as 2020 ends.

Halpern Financial Named a Top 12 Advisor in the D.C. Area

December 23, 2020 In the media

We are proud to be listed as one of the top advisors in Maryland, Virginia and D.C.

Halpern Financial is a Washingtonian Top Financial Advisor

November 24, 2020 In the media

We're proud to be named a Washingtonian Top Financial Advisor for 2021!

CNBC: This Risk Threatens Retirees’ Nest Eggs

November 12, 2020 In the media Melissa Sotudeh

Melissa Sotudeh weighs in on how advisors can help clients protect sensitive financial information.

MarketWatch: Help Me Retire

October 30, 2020 In the media Risk Investments Aaron Clarke

Aaron Clarke, CFP® gives some points for an overleveraged early retiree to consider.

WalletHacks: Money Tips for College Students

October 19, 2020 In the media College Funding Melissa Sotudeh

Melissa Sotudeh lends her expertise on college funding and avoiding excessive student loans.

U.S. News & World Report: Turn Your Financial Dreams into Achievable Portfolio Goals

October 19, 2020 In the media

Learn how to approach four common financial goals in measurable steps.

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.

New York Times: Tips on Spending the Money in College Savings Accounts

September 8, 2020 In the media College Funding Melissa Sotudeh

Melissa Sotudeh, CFP®explains the cleanest way to keep a paper trail of your 529 Plan distributions.

InvestmentNews: Prescribing retirement plans for doctors

August 27, 2020 In the media Aaron Clarke

Aaron Clarke, CFP® explains a few items doctors need to consider when repaying hefty student loans.

U.S. News & World Report: Investing for College Costs in a Pandemic

August 19, 2020 In the media College Funding

In Melissa Sotudeh's latest column, she explains how college savers may need to adapt their strategy.

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