Thank you to all the Mothers for all the financial lessons and guidance!

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?

March is Women’s History month, and at Halpern Financial, we are proud to be making history as a female-majority firm.

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

How would your kids answer these 5 financial questions?

The Financial Planning Association has named Melissa Sotudeh, CFP® the 2020 Planner of the Year!

Our favorite things to watch...with a financial twist, of course!

Whether it’s with your finances or your life, sometimes the unexpected occurs and you have to adapt. Melissa Sotudeh shares the financial lessons learned from a marathon challenge.

Please join us in welcoming Dan Trumbower to the Halpern Financial team!

Halpern Financial has long upheld a strict fiduciary standard of care for our clients. But recently, we made it official.

What does the Konmari home tidying craze have to do with personal finance? Actually, a lot!

As you grow older the roles start to reverse, and you need have “the talk” with your parents—the difficult talk about where and how they will grow old, and how they will be cared for financially and physically.

As an avid runner and a certified financial planner, I see many parallels between the marathon world and retirement planning. Both require a strategy and the discipline to reach your goal — be it reaching mile 26 or retiring to Florida.

It can be hard to tell advisors apart. Learn what should be a dealbreaker in your search.

On her 15-year anniversary with Halpern Financial, Portfolio Manager Kirsty Peev, CFP®, reflects on the simple investment lessons that have made a difference.

The recent fiduciary rule broadens the scope of an advisor’s fiduciary duty—bringing the rest of the financial advisory industry closer to the way Halpern Financial has conducted business for nearly two decades.

This week the blog is going to the dogs!

Since I ran my first marathon in 2011, the Boston Marathon has been a big goal for me. But life doesn’t always cooperate with the ideal path to your goals – financial or otherwise.

Robo-threat? Or robo-advantage?

Our Valentine to you!