New York Times: When a Mortgage Is Part of Your Retirement Plan
Ted Halpern explains how two clients with different approaches toward debt can both be right--and how to think about mortgage debt going into retirement.
Ted Halpern explains how two clients with different approaches toward debt can both be right--and how to think about mortgage debt going into retirement.
In our current environment, value stocks are doing well--but Senior Wealth Advisor Dan Trumbower explains why changing your long term strategy is not wise.
Melissa Sotudeh shares how parents can take on some of the Financial Independence/Retire Early principles in a less extreme way.
Halpern Financial welcomes Dan Trumbower, CFP®.
Melissa Sotudeh, CFP® advises young adults on how to get started with a budget and emergency fund.
Melissa Sotudeh explains the triple tax benefits of HSAs, and an important caveat to FSAs.