Melissa Sotudeh welcomes Kathi Ayers to discuss estate planning in 2022. Watch the recording of their webinar conversation now!

We love some good old-fashioned humor around here, so we’ve compiled this list of 8 ridiculous ways some investors make investment decisions and how you can make some wise ones.

When is it a good idea to sell something of personal value to you for the sole purpose of “making money” off of it?

Ted Halpern gives his advice on one thing to be sure to do before leaving behind your steady paycheck.

We asked our team: "How Can American Women Take Control of Their Finances?" Here's what we had to say.

We are proud to announce that three of our distinguished advisors were named 2022 Washingtonian Top Financial Advisers.

It’s always a good idea to double check your tax withholdings every year, but it is especially critical for executives who receive alternative forms of compensation such as Restricted Stock Units (RSUs) or Incentive Stock Options (ISOs).

We are pleased to announce that the International Association of Registered Financial Consultants (IARFC®) has recently awarded Ted Halpern the “Ethics Approved Status” for his adherence to the IARFC Code of Ethics.

No matter how much you make or how high your net worth, not having a feeling of comfort or confidence in your finances—and your future—can take quite the emotional toll.

In November 2021, the IRS announced its latest upcoming changes to a range of widely used retirement plans.

We're pleased to announce that Halpern Financial has been recognized as one of the top ranked wealth management firms in the Tri-State area (D.C., Maryland, & Virginia) for 2020-2021.

While you might be thinking, "If it isn't broke, it doesn't need fixing", it is always worth your time to check your plan to see if it is still your best option.

Setting up a Roth IRA for your teenager could put them on the path to financial independence.

Preparing for a potential dip early in retirement is critical for protecting your nest egg.

In the spirit of gratitude and thankfulness this season, we want to take a little time to celebrate each one of the wonderful members on our Halpern Team.

Preparing Your Child for Future Financial Success

Planning For the Empty Nest

Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!

Aaron Clarke, CFP® weighs in on a rule he'd like to change to help Americans save on inevitable health care costs.

We are proud to once again be included in the Financial Advisor Magazine Top 500!