
Halpern Financial Team Members Achieve A New Designation: Accredited Investment Fiduciary®
Halpern Financial has long upheld a strict fiduciary standard of care for our clients. But recently, we made it official.
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Halpern Financial has long upheld a strict fiduciary standard of care for our clients. But recently, we made it official.
Jennifer Davis, CFP® shares a strategy she has used personally to prepare for life's big changes.
Jennifer Davis, CFP, shares why it is so important for retirement savers to have two types of accounts: tax-deferred and after-tax.
“Delaying benefits doesn’t make sense if there is a good chance you won’t be around to enjoy it,” said CFP Jennifer Davis of Halpern Financial.
Planning consultant Jennifer Davis, CFP(r), donated her time and financial planning expertise to help members of the Washington, D.C. community.
There are a few skills our resident millennials Jennifer Davis, CFP® and Carla LaFleur recommend for this year’s batch of graduates—so if you have a new grad at home, or you know of someone who does, pass this article along!
"Switch your perspective from seeing paying down debt as a sacrifice, and instead think of it as taking control," says planning consultant Jennifer Davis, CFP.
This summer has been a very productive one, as we have two new additions to your Halpern Financial team!