We take tax efficiency seriously at Halpern Financial--and not only at tax season!

Jennifer Davis, CFP® shares a strategy she has used personally to prepare for life's big changes.

A rising market, paradoxically, can make investors incredibly nervous. Here are the steps you can take to avoid the common mistakes investors make during bull markets.

How can you tell which type of professional fits your needs and financial plan? Not all advisors offer the same level of ethics and service to investors.

Texting investment advice? What a millennial my daughter is…but it got me thinking.

Worried about the Capital One security breach? Here are steps to take, whether or not you are a Capital One customer.