Archive - February 7, 2017

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5 Tips to Enjoy Financial News With a Grain of Salt
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Giving Money to Adult Children May Derail Retirement Planning

5 Tips to Enjoy Financial News With a Grain of Salt

At Halpern Financial, we often provide quotes to journalists who are writing about personal finance and investing topics. Not only do we enjoy sharing a fee-only fiduciary perspective with the world, but connecting with journalists allows us to keep a finger on the pulse of what our clients and friends will be reading and talking about in the near future. It’s fascinating to get this backstage look—but over and over again, we have noticed a wide gap between what is entertaining to read and what you should actually do as an investor.

Sometimes the results are unintentionally funny. In a …

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Giving Money to Adult Children May Derail Retirement Planning

In “Reopening the Bank of Mom and Dad, to Help Adult Children,” The New York Times offers cautionary tales and advice for parents who help adult children that don’t earn enough or have some kind of financial emergency. Even Baby Boomers who have done retirement planning may not have seen the needs of their adult children on the horizon. The desire to help adult children can derail the financial planning they have put in place. Many parents say they would not want to be a financial burden on their children but that is what can happen when parents …

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