This month I celebrate my 20 year Anniversary as part of the Halpern Financial family. As I approach this happy milestone, I reflect back on everything I have experienced during the past 2 decades, and the changes I have observed in stock markets, in the wealth management industry as a whole, and even within our business here at Halpern Financial.
Summer is officially in full-swing and we at Halpern Financial are saying, "Let's have some fun!" Whether you're local to our area or just in town for a visit, check out some of our team's favorite experiences, events, eats and drinks.
We asked our team: "How Can American Women Take Control of Their Finances?" Here's what we had to say.
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.
Planning For the Empty Nest
The Gender Expense Gap and 3 Other Tips for Sending Your Freshman to College
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.