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I’m an avid runner (if you’ve been around for a while, you already know this). I’m also passionate about helping our clients maintain a long-term focus on their portfolio — encouraging them to treat the process similarly to training for a marathon.
Many of you may have already heard about SECURE 2.0 Act of 2022 which was signed into law on December 29, 2022. The following is a brief outline of some of the provisions of SECURE 2.0 that are most likely to impact our clients – now and in the years to come.
Melissa weighs in on some ideas for personal finance gifts for this time of year.
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.
Some things are simply beyond our control – like the weather and market volatility, for instance.
Melissa Sotudeh welcomes Kathi Ayers to discuss estate planning in 2022. Watch the recording of their webinar conversation now!
We are proud to announce that three of our distinguished advisors were named 2022 Washingtonian Top Financial Advisers.
Preparing for a potential dip early in retirement is critical for protecting your nest egg.
Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!
Helpful tips to make sure all your financial ducks are in a row as 2020 ends.
Melissa Sotudeh weighs in on how advisors can help clients protect sensitive financial information.
Melissa Sotudeh lends her expertise on college funding and avoiding excessive student loans.
Melissa Sotudeh, CFP®explains the cleanest way to keep a paper trail of your 529 Plan distributions.
Melissa Sotudeh, CFP ® weighs in on college tuition installment plans.
Melissa Sotudeh shares how retirees and investors can use a runner's mindset for a long-term approach to investing and saving.
Melissa Sotudeh sheds light on a Social Security strategy to consider if you're approaching retirement in this turbulent market.
Melissa Sotudeh sheds some light on the impact of coronavirus market volatility.
Melissa Sotudeh, CFP® shares her expertise on college funding strategies with Tungstep Prep, a tutoring company in the D.C. area.
Melissa Sotudeh, CFP® explains two factors that can have a seriously detrimental effect on your child's college fund and your finances in general.
The Financial Planning Association has named Melissa Sotudeh, CFP® the 2020 Planner of the Year!