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.

Make sure you're using tax-free accounts to your best advantage, and avoiding Medicare penalties.

Incredible performance in Q3 may seem puzzling during a pandemic. Ted Halpern and Kirsty Peev explain market and economic events of the past quarter.

Dan Trumbower sheds some light on executive compensation strategies.

Melissa Sotudeh, CFP®explains the cleanest way to keep a paper trail of your 529 Plan distributions.

When you have no more rungs on the career ladder to climb, it's time to reframe your motivation to move forward.

Aaron Clarke, CFP® explains a few items doctors need to consider when repaying hefty student loans.

In Melissa Sotudeh's latest column, she explains how college savers may need to adapt their strategy.