Ted Halpern gives his advice on one thing to be sure to do before leaving behind your steady paycheck.

We are proud to announce that three of our distinguished advisors were named 2022 Washingtonian Top Financial Advisers.

We're pleased to announce that Halpern Financial has been recognized as one of the top ranked wealth management firms in the Tri-State area (D.C., Maryland, & Virginia) for 2020-2021.

Setting up a Roth IRA for your teenager could put them on the path to financial independence.

Preparing for a potential dip early in retirement is critical for protecting your nest egg.

Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!

Aaron Clarke, CFP® weighs in on a rule he'd like to change to help Americans save on inevitable health care costs.

We are proud to once again be included in the Financial Advisor Magazine Top 500!

Halpern Financial is pleased to announce we have made this prestigious list once more!

Consider dollar-cost averaging and other investing strategies when markets reach new heights.

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.