Melissa Named to InvestmentNews' 2024 "Best In Wealth" List
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!
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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!
Join us in congratulating our Director of Advisory Services, Melissa Sotudeh, for her recognition in AdvisorHub's 2023 Advisors to Watch list!
Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.
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.
We are proud to announce that three of our distinguished advisors were named 2022 Washingtonian Top Financial Advisers.
Melissa Sotudeh welcomes Kathi Ayers to discuss estate planning in 2022. Watch the recording of their webinar conversation now!
Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!
Melissa Sotudeh, CFP ® weighs in on college tuition installment plans.
Melissa Sotudeh lends her expertise on college funding and avoiding excessive student loans.
Melissa Sotudeh weighs in on how advisors can help clients protect sensitive financial information.
In Melissa Sotudeh's latest column, she explains how college savers may need to adapt their strategy.
Melissa Sotudeh, CFP®explains the cleanest way to keep a paper trail of your 529 Plan distributions.
Melissa Sotudeh sheds light on a Social Security strategy to consider if you're approaching retirement in this turbulent market.
Melissa Sotudeh shares how retirees and investors can use a runner's mindset for a long-term approach to investing and saving.
The Financial Planning Association has named Melissa Sotudeh, CFP® the 2020 Planner of the Year!
Melissa Sotudeh sheds some light on the impact of coronavirus market volatility.
Melissa Sotudeh, CFP® explains two factors that can have a seriously detrimental effect on your child's college fund and your finances in general.
Melissa Sotudeh, CFP® shares her expertise on college funding strategies with Tungstep Prep, a tutoring company in the D.C. area.
Melissa Sotudeh explains the triple tax benefits of HSAs, and an important caveat to FSAs.
Melissa Sotudeh, CFP® advises young adults on how to get started with a budget and emergency fund.
Melissa Sotudeh shares how parents can take on some of the Financial Independence/Retire Early principles in a less extreme way.
Whether it’s with your finances or your life, sometimes the unexpected occurs and you have to adapt. Melissa Sotudeh shares the financial lessons learned from a marathon challenge.
Melissa Sotudeh CFP joined host Kent Smetters on the Tuesday, June 25, 2019 edition of Your Money.
Both Melissa Sotudeh and Ted Halpern were named by their peers as top advisors in the Northern Virginia area.
Melissa Sotudeh shares her perspective on how financial advisors can better serve women. (Hint: It's not with a one-size-fits-all approach.)
Melissa Sotudeh, CFP® explains the importance of being a good listener as a financial advisor.
Melissa Sotudeh, CFP® explains why having one allocation for all your financial goals can actually be counterproductive.
Melissa Sotudeh, CFP® explains how Health Saving Accounts can be used for retirement planning.
Melissa Sotudeh, CFP® explains the questions couples should ask themselves and protective steps prior to starting a family business.
Melissa Sotudeh answered listener questions live on the Sirius XM "Your Money" show with Kent Smetters.
Melissa Sotudeh, CFP®, weighs in on what to do with excess cash reserves.
Melissa Sotudeh, CFP® details how to structure savings and a budget if you have inconsistent income.
Melissa Sotudeh, CFP ®, explains the importance of stress-testing your retirement withdrawal strategy.
Melissa Sotudeh, CFP® explains some of the benefits and pitfalls of Parent PLUS loans for college.
Melissa Sotudeh shares helpful saving strategies to start the new year on the right foot!
Melissa Sotudeh, CFP® explains how saving even a small amount each month can help defray college expenses.
Volatility is normal, so buckle in for the long term, says Melissa Sotudeh.
Melissa Sotudeh, CFP® explains the benefits of low-cost, diversified ETFs.
Compound interest is powerful but what about when time is limited? Melissa Sotudeh explains how other factors can be optimized.
Melissa Sotudeh, CFP®, shares a few tips for retirees to reduce expenses and maximize Social Security benefits.
Melissa Sotudeh, CFP, shares how meeting Carla LaFleur, now our Communications and PR Coordinator, has helped the firm.
Melissa Sotudeh, CFP(®) explains how scholarships and 529 Plans can work together, plus considerations to keep in mind.
Wealth Advisor Melissa Sotudeh, CFP® explains how 529 Plan gifts affect financial aid.
Focus and discipline in achieving goals are two of the key traits we often see in our clients, notes Melissa Sotudeh, CFP®.
Wealth Advisor Melissa Sotudeh explains what truly makes the difference between being an average versus above average investor (hint: it doesn't involve picking stocks).
Wealth advisor Melissa Sotudeh explains tax considerations for 529 Plans.
Melissa Sotudeh shares advice for parents to give children the financial skills to live independently.
Wealth advisor Melissa Sotudeh warns against forecasting, since the impact of Trump's policies will not be known until he has been in office a few months.
"You always want to think about where your money is working the hardest," says Melissa Sotudeh, a financial advisor at Halpern Financial in Ashburn, Virginia.
Wealth Advisor Melissa Sotudeh explains why commonly-used terms for financial advisors, like diversification, fee-only, and fee-based, can be so confusing for everyone else.
"Two decades ago, college costs could be more related to buying a car. Now these costs are like buying a house. It’s two completely different scenarios," says financial adviser Melissa Sotudeh, who is based in the Washington, D.C. area
Bottom line, says Sotudeh, “rather than the advisor stretching him- or herself thin, our approach at Halpern Financial allows the portfolio manager to manage the portfolio, the advisor to advise clients, and the writer to tell the firm’s story.”
Wealth advisor Melissa Sotudeh's article on raising financially savvy kids was syndicated by Nasdaq!
Wealth advisor Melissa Sotudeh spoke at a panel discussion encouraging young women to explore the financial field and CFP designation.
"If you label yourself as ‘not good with money’, or ‘I’m not the type of person that has money,’ then guess what, you will not be,"says wealth advisor Melissa Sotudeh of Halpern Financial.
Wealth advisor Melissa Sotudeh explains that online retirement tools have a limited usefulness because of the various financial planning areas they’re excluding, and “all of these factors also need to be weighed with individual goals.”
"One simple way to compare is to look at your net worth (your assets minus your liabilities or debts) once all of your final statements for 2016 come in," says Melissa Sotudeh, a wealth advisor at Halpern Financial.
FLOW is dedicated to helping women and girls strengthen their financial security in a global economy filled with complexity. Wealth advisor Melissa Sotudeh gave a budgeting lesson to local teenagers as part of this program.
Wealth advisor Melissa Sotudeh explains how understanding where your money goes every day means fewer unpleasant surprises when big expenses occur and a better chance of reaching your long-term financial goals.
Wealth Advisor Melissa Sotudeh was quoted in Marketwatch with tips for pre-retirees.
Wealth advisor Melissa Sotudeh explains the potential risks of 401(k) loans.
Wealth advisor Melissa Sotudeh's article on the parallels of running and retirement was syndicated to Nasdaq.
Wealth advisor Melissa Sotudeh explains how Halpern Financial safeguards clients' financial data.
Wealth advisor Melissa Sotudeh explains key concepts and phrases to help you save money, gain financial security and find opportunity.
So crazy it just might work? Melissa Sotudeh shares why sometimes unconventional investments can be appropriate, if the client is already properly diversified.
For Melissa Sotudeh of Halpern Financial in Rockville, Md., New Year’s is a client-education opportunity — and a new year that promises changes on several fronts, as 2017 seems to, is an especially valuable opportunity.
Melissa Sotudeh joined Kent Smetters on his Sirius XM show "Your Money" to answer listener questions.
Wealth Advisor Melissa Sotudeh explains why being too optimistic has its downsides in retirement planning.
Melissa Sotudeh gives her advice on how to cover college costs when savings and financial aid are not sufficient.
Melissa Sotudeh, CFP(r) shares fashion budgeting advice for millennials entering the workforce.
Melissa Sotudeh shares a strategy to avoid penalties for withdrawing from your retirement accounts before age 59.5.
Wealth advisor Melissa Sotudeh has advice for goal-setters in this U.S. News & World Report article.
"If you see the writing on the wall, then that’s when you should immediately act like it’s happened," says Melissa Sotudeh, a wealth advisor at Halpern Financial in Rockville, Maryland.
Make sure to fund these plans before year-end to reap any tax incentives for 2016, says Melissa Sotudeh, a financial planner with Halpern Financial in Rockville, Maryland.
Melissa Sotudeh explains how after-tax accounts can be used to an early retiree's advantage.
Advisers can help clients with late stage college planning in a number of ways. The first step is to identify what assets can be used to fund college and then create a budget.
Wealth advisor Melissa Sotudeh appeared on the Martinis and Your Money podcast to talk about college funding strategies.
Wealth advisor Melissa Sotudeh shares her advice as a mother and a financial advisor during her daughter's college application process.
Wealth advisor Melissa Sotudeh, CFP(r) explains the rigor behind the CFP marks and the value to clients.
What is the most efficient way for most families to save for college? Wealth advisor Melissa Sotudeh explains why she recommends 529 Plans.
"This housekeeping item is often forgotten, especially because some employers offer life insurance without the employee needing to name a beneficiary," said Melissa Sotudeh.
“Co-ops are similar to an internship, but they differ in that the work experiences and projects the student works on are integrated with the student’s field of study,” says Melissa Sotudeh, a wealth advisor at Halpern Financial, also in Rockville.
"I see this situation often, particularly in the D.C. area where salaries tend to be higher than the rest of the country, but the cost of living is much higher," says Melissa Sotudeh, a wealth advisor at Halpern Financial Inc. in Rockville, Maryland.
"Sending your child to college used to be like buying a car, now it's like buying a house," said Melissa Sotudeh, a certified financial planner and wealth advisor at Halpern Financial in Ashburn, Virginia, who wrote the e-book "Find Your Financial Safety School."
Don't miss the Q&A with Melissa Sotudeh on Sirius XM radio!
“It’s all about preparing for the unknown,” said Melissa Sotudeh, a financial advisor in Rockville, Md.
3 top tips from wealth advisor Melissa Sotudeh to optimize tax efficiency with investments.
Wealth advisor Melissa Sotudeh explains the pros and cons of online net price calculators.
Wealth advisor Melissa Sotudeh explains when it's a good idea for families to use tuition installment payment plans.
Wealth advisor Melissa Sotudeh's article to help readers decide if they need the help of an advisor was syndicated to Nasdaq.
Wealth advisor Melissa Sotudeh shares tips for new parents to figure out what costs are necessary vs. optional.
Retirement requires preparation, both financial and otherwise. Wealth Advisor Melissa Sotudeh shares advice and questions to ask yourself in this process.
Melissa Sotudeh's column explains how parents can manage the cost of college without overly relying on student loans.
Wealth advisor Melissa Sotudeh shares the financial advice she is giving to her son as he graduates college and begins his first job.
Wealth advisor Melissa Sotudeh chats about her latest book, Find Your Financial Safety School, to help parents understand the true cost of college education, and how to lower those costs.
“Open up your search beyond the ‘brand-name’ schools to consider smaller colleges that often provide generous merit aid to attract students," says Melissa Sotudeh, CFP(r).
"The birth of a child is the biggest tipping point for most people to write their first will, but it’s also the most difficult time," says Melissa Sotudeh, a wealth advisor at Halpern Financial in Rockville, Maryland.
Melissa Sotudeh shares her top 10 tips for college funding in a shareable infographic.
Wealth Advisor Melissa Sotudeh shares practice management lessons learned from running a marathon.
Wealth Advisor Melissa Sotudeh, CFP® has helped dozens of families plan for college funding. As she sends her youngest child off to college this fall, she shares the lessons her family has learned from personal experience.
Melissa Sotudeh, CFP, recently shared her top 3 tips for saving for college with GoodCall.
Halpern Financial Wealth Advisor Melissa Sotudeh, CFP(r), has a new choose-your-own-adventure ebook to help families with college funding.
Wealth Advisor and CFP® Melissa Sotudeh recently appeared on the Martinis and Your Money podcast for a conversation with Shannon McLay about all of the factors that go into college funding.
Take a sneak peek at the upcoming ebook from Halpern Financial advisor Melissa Sotudeh!
Melissa Sotudeh of Halpern Financial explains how some retirees face higher Medicare costs if they miss certain deadlines.