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Cybersecurity Event: Safeguard Your Wealth and Family

January 27, 2021 Wealth mindset Technology

Join Halpern Financial for a cybersecurity webinar with security expert and former FBI special agent Gary Rossi. Learn how to stay safe online, at home, and on the road.

How to Respond to a Financial Cybersecurity Breach

July 31, 2019 Risk Technology How-To

Worried about the Capital One security breach? Here are steps to take, whether or not you are a Capital One customer.

What to Do if an Account is Compromised

January 17, 2019 Personal Finance Technology Ted Halpern

Ted Halpern shares his personal story and advice to regain account security after a hack.

6 Financial Scams to Beware and What to Do About Them

August 31, 2018 Risk Technology How-To

Don't be fearful--be proactive, and take steps to protect your private financial information.

7 Ways to Automate Your Financial Life

November 13, 2017 Personal Finance Technology Start Here

Some aspects of your financial life are complicated, but not all of them need to be.

Would You Take Advice from a Robot?

May 12, 2017 Technology Get to know us

Robo-threat? Or robo-advantage?

What is Blockchain and Why Should I Care?

March 23, 2017 Technology

You may wonder if bitcoin really is gaining popularity as a currency (yes), and what, if anything, you need to do about it (nothing). But the technology behind bitcoin has huge potential to modernize the financial marketplace.

13 Dos and Don’ts for Digital Wallets

January 13, 2017 Technology Personal Finance How-To

New digital wallet technologies are convenient, but with so many options available, it is hard to know which digital wallet to use—or even if you should use them at all, given potential cybersecurity risks.

Financial Planning: How to Keep Client Data Safe From Hackers

January 4, 2017 Melissa Sotudeh In the media Technology

Wealth advisor Melissa Sotudeh explains how Halpern Financial safeguards clients' financial data.

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