facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Read All About Us Thumbnail

Read All About Us

It’s been a very newsworthy year—Halpern Financial team members have been quoted in the media or authored personal finance columns 21 times (and counting!) so far in 2016. We feel it is important to educate the public on the importance of a fiduciary standard and sound financial basics, and we want to make sure you have the opportunity to read these pieces too if you haven’t already!

Whenever we have a new “media mention,” we share it via a banner in our weekly blog, and we keep a record of all past press within our individual bios, and in the Archives page. Here are a few of the highlights from the first half of the year in case you missed them!

Articles by Halpern Financial Advisors

Ted Halpern

President and Wealth Advisor

Debunking 5 Emergency Fund Myths

When is it okay to use emergency funds? And what about when you retire and can withdraw from retirement accounts? We get questions about this topic from time to time, so we wanted to provide you with 5 emergency saving myths and truths.

Closing the Bank of Mom and Dad

Over 1 in 3 American families give financial support to adult children for various reasons. Learn how to break the cycle of dependence in this article.

Melissa Sotudeh, CFP®

Wealth Advisor

 It's a Marathon, Not a Sprint: 4 Stages of Retirement Planning

As an avid runner and a certified financial planner, I see many parallels between the marathon world and the world of personal finance. Both require a strategy and the discipline to stick to that strategy to reach your goal — be it reaching mile 26 or retiring to Florida.

Teaching Money Skills at Every Stage of Your Child’s Life

No dessert until you eat your vegetables. Share your toys. Be nice to your sister. It’s funny how so many of the lessons we learn as children only become more important as we grow older!


Media Mentions

Ted Halpern

President and Wealth Advisor

"7 Essential Money Questions Sure to Start a Conversation." New York Times. 

“Tell me about your financial situation when you first met… Imagine if I could have offered you a deal back then where 20 years later, you would be married with healthy children and your own business with your current income. Would you have signed that contract?”

"Top Tips for Moving to a Low-Tax State,” Investopedia

“If you move to a great school district in the new state, property taxes may be significantly higher.”

Melissa Sotudeh, CFP®

Wealth Advisor

"Strategies for Students Too Rich for Financial Aid, Too Poor for College." U.S. News & World Report

"Thirty years ago, putting your kid through school was like buying a car. Now it's like buying a house.”

What Financial Planners Wish You Were Doing About College Savings.” Forbes.

“Open up your search beyond the ‘brand-name’ schools to consider smaller colleges that often provide generous merit aid to attract students.”

Kirsty Peev, CFP®

"What Falling Ultra-Rich Ranks Mean for the Rest of Us," MSN

“In a historically low interest rate environment, borrowers are being rewarded and savers are being hurt.”

Jennifer Davis, CFP®

Planning Consultant

 "13 Money Mistakes That Are Keeping You in Debt." SELF. 

“Switch your perspective from seeing paying down debt as a sacrifice, and instead think of it as taking control.”

Carla LaFleur

Communications & PR Coordinator

Making Connections: How to Create and Cultivate Your Personal Network.” Goodcall.

“…it makes a better impression to be a good listener and ask smart questions rather than trying to pitch your skills from the get-go.”


Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc..  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Halpern Financial, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Halpern Financial, Inc.’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.