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As we approach the pivotal year of 2026, the impending rollback of significant tax exemptions established by the 2017 Tax Cuts and Jobs Act (TCJA) beckons a reassessment of both income and estate planning strategies. With less than two years remaining, the urgency to adapt to these tax changes is paramount.
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!
As we approach retirement, meticulous financial planning becomes paramount for a fulfilling life ahead. Yet, it's the hobbies and pursuits that we now have time to embrace that enrich this new chapter.
Even highly paid executives need a good plan to maximize their earnings and navigate the complexities of executive compensation packages. Here's an action plan by our expert, Dan Trumbower, for executives to get the most this year and into the future.
As investors, we're often cautioned against succumbing to the 'irrational fear' and 'irrational exuberance' that frequently infiltrates stock markets.
Let’s take a look back at what 2023 was like for Halpern Financial and what we look forward to in 2024.
Are there any parallels between the two CFPs?
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.
"Dan Trumbower, a wealth advisor specializing in Incentive Stock Options, or ISOs, has seen it all when it comes to ISO-related pitfalls." -TheStreet
Harnessing the power of executive compensation benefits is a cornerstone for robust wealth creation. With the right approach, you can unlock unparalleled wealth management opportunities.
Halpern Financial is proud to announce we have once again been included as one of the top Registered Investment Advisory firms this year on the list compiled by Financial Advisor Magazine.
"As a busy executive, you may be overwhelmed by several types of compensation and investment options. Our expert breaks it down so you can make the most of your money." -TheStreet
High net worth (HNW) individuals have unique financial landscapes, and with significant wealth comes distinctive challenges.
Compound interest may not be as flashy as a Powerball win, but it can indeed help you grow your very own jackpot.
Halpern Financial has been named to the 2023 list of the Top 20 Largest Wealth Management Firms in Greater D.C. by the Washington Business Journal.
Congratulations to Our 2023 Five Star Wealth Manager Award Winner, Dan Trumbower.
Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.
When you think about your 20s, it is common to think about getting a career off the ground, figuring out a city that you want to live in, or potentially finding a partner to spend your life with. Personal finances can be an after-thought beyond getting bills paid and digging out from under student loans.