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In November 2021, the IRS announced its latest upcoming changes to a range of widely used retirement plans.
Preparing for a potential dip early in retirement is critical for protecting your nest egg.
Aaron Clarke, CFP® weighs in on a rule he'd like to change to help Americans save on inevitable health care costs.
Executive compensation incentives offer a wonderful planning opportunity to build wealth - avoid these key mistakes.
Dan Trumbower sheds some light on executive compensation strategies.
While the financial aspect is critical to get right, it is certainly not the only thing you need to think about as you approach retirement.
Melissa Sotudeh sheds light on a Social Security strategy to consider if you're approaching retirement in this turbulent market.
Figuring out what you need to gain peace of mind and strength testing your portfolio are excellent ways to alleviate retirement worries, says Dan Trumbower.
Aaron Clarke, CFPⓇ gives his take on the impact of the SECURE Act on IRA owners and their beneficiaries.
Dan Trumbower, CFP® explains how important it is for people to think about the tax environment when deciding where to retire.
There’s always something new to learn in the world of investments and personal finance. Recently, one of our clients alerted us to a practice we think everyone should try—the financial fire drill.
If you have an interest in optimizing your finances and learning how to be a smarter investor (and most likely you do, considering you are reading this!), it is important to consider some of the pros and cons of these one-size-fits-all funds.
Tax-deferred accounts allow you to save for the future at a "discount."
Retirement is a major goal, but it's not the only goal. There are some financial milestones you may not even be aware of!
When is it okay to actually use emergency funds? And what about when you retire and can withdraw from retirement accounts?
At Halpern Financial, we are happy to help you test different potential scenarios and run retirement projections.
October 15-December 7, 2015 is Medicare Open Enrollment season! Do you have the information you need to file for the right coverage?
Learn how to chart where you want your retirement path to lead, step by step.
In most cases, you are the one managing your 401(k) plan. This can be a great opportunity for you to understand what you own, but there are a few pitfalls to avoid.
It can be difficult to bring up money topics with family, so we’re running a two-part series about how to make the process easier.