Thank you to all the Mothers for all the financial lessons and guidance!

Executive compensation incentives offer a wonderful planning opportunity to build wealth - avoid these key mistakes.

What a difference a year makes! It pays to be an optimist. Ted Halpern and Kirsty Peev describe the incredible economic journey of the past 12 months and a focus on the future.

This week, our female team members answer the question: What has been your favorite/most meaningful way you’ve been able to help a client?

Consider dollar-cost averaging and other investing strategies when markets reach new heights.

March is Women’s History month, and at Halpern Financial, we are proud to be making history as a female-majority firm.

Financially smart moves for pet owners

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.

Ted Halpern and Kirsty Peev look back to analyze a rollercoaster year.

Dan Trumbower, CFP® explains how a Health Savings Account strategy can help retirees face the eventual cost of long-term care.

Helpful tips to make sure all your financial ducks are in a row as 2020 ends.

We are proud to be listed as one of the top advisors in Maryland, Virginia and D.C.

I think we could all use a new beginning after 2020. But luckily, we don't have to wait until December 31.

We're proud to be named a Washingtonian Top Financial Advisor for 2021!

Melissa Sotudeh weighs in on how advisors can help clients protect sensitive financial information.

Even in a pandemic year, there are a few financial to-do items that need to be completed by the December 31 deadline.

Aaron Clarke, CFP® gives some points for an overleveraged early retiree to consider.

These steps will help you to weather the storm--and plan for the next sunny day.

Melissa Sotudeh lends her expertise on college funding and avoiding excessive student loans.

Learn how to approach four common financial goals in measurable steps.