Ways to Make Your Financial Life Happier in 2022
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.
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!
The Gender Expense Gap and 3 Other Tips for Sending Your Freshman to College
Halpern Financial is pleased to announce we have made this prestigious list once more!
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.
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