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This decision is deeply personal and varies based on a variety of factors, including financial stability, health, personal goals, and external influences. Here’s a guide to help you assess these factors and make an informed decision about your ideal retirement age.
This accolade reflects her commitment to enhancing financial strategies and client outcomes at Halpern Financial, where she continues to drive innovation and excellence.
This honor is particularly special as it reflects the high esteem in which they are held by their peers in the financial industry.
To help our clients stay safe, we’ve identified a few common cybersecurity scams below, as well as some easy, yet effective, ways to protect yourself from scammers online.
As we approach the pivotal year of 2026, the impending rollback of significant tax exemptions established by the 2017 Tax Cuts and Jobs Act (TCJA) beckons a reassessment of both income and estate planning strategies. With less than two years remaining, the urgency to adapt to these tax changes is paramount.
We're excited to share that our own Melissa Sotudeh has been named to the InvestmentNews "Best in Wealth" list for 2024, celebrating her as one of the top financial advisors in the nation!
Why does it feel like the end of the year always rushes by in one big blur? Here are four financial “to-do” items you can work on accomplishing before the holiday season kicks it into high gear.
High net worth (HNW) individuals have unique financial landscapes, and with significant wealth comes distinctive challenges.
Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.
Join us in congratulating our Director of Advisory Services, Melissa Sotudeh, for her recognition in AdvisorHub's 2023 Advisors to Watch list!
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!