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!

A historic expansion is underway! Ted Halpern and Kirsty Peev explain how unprecedented economic conditions could influence inflation and equities markets in the months ahead.

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.