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.

We are proud to be on the Financial Advisor Magazine Top 500!

Fidelity turned one of our columns into an infographic! Learn Kirsty Peev's tax-efficient portfolio tips.

Melissa Sotudeh, CFP ® weighs in on college tuition installment plans.

Proud to announce we have once again made the Financial Times Top Financial Advisors list.

How to navigate challenging financial times with your spouse or partner — and maybe even improve your long-term financial picture at the same time.

Halpern Financial is pleased to announce a new feather in its cap!