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.
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!
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.