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.

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.

Aaron Clarke, CFP® gives some points for an overleveraged early retiree to consider.

Melissa Sotudeh lends her expertise on college funding and avoiding excessive student loans.

Learn how to approach four common financial goals in measurable steps.

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.

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!

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!

In Q1, we experienced the fastest-ever bear market and recovery. In Q2, as prices have recovered, we enjoy the benefits of a risk-adjusted strategy.

Both, says Aaron Clarke, CFP®.

You probably learned some important lessons from recent market volatility--here's how to make the most of them.