Author - Ted Halpern

1
5 Tips to Enjoy Financial News With a Grain of Salt
2
Credit Cards for Kids?
3
It’s as Easy as ABC, 123, 401(k) and 403(b)
4
13 Dos and Don’ts for Digital Wallets

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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Credit Cards for Kids?

It might be hard to imagine, but anyone under the age of 20 grew up in a largely cashless society. Cash is still around of course, but the youngest generation rarely uses it. Their parents paid for groceries with plastic, and many of the services in their lives are provided on an auto-billed subscription basis—everything from Netflix to Birchbox. This generation may never need to write a physical check or mail a bill. Even standing in line at the checkout counter may soon be a thing of the past if Amazon Go is any indication—more stores may adopt a completely …

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It’s as Easy as ABC, 123, 401(k) and 403(b)

All fields have their own industry jargon and alphabet soup of abbreviations, but the investment world just might have the most. In the U.S. alone, there are 4,000 publicly traded companies, over 1,400 exchange traded funds (ETFs) and over 9,000 mutual funds, each with its own ticker. Tickers range from the cutesy (like WOOF, the ticker of a chain of veterinary hospitals) to the cryptic (the ticker JASBX doesn’t tell you much about the bond fund it represents). On top of that, the accounts used to hold your investments are often named according to the subsection of the tax code …

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13 Dos and Don’ts for Digital Wallets

Digital payment options like Apple Pay, Google Wallet, Venmo and Square allow you to make payments with a tap of your phone or swipe of an app. They’re convenient, but with so many options available, it is hard to know which digital wallet to use—or even if you should use them at all, given potential cybersecurity risks. While we do not recommend any particular app over another, we wanted to provide a few easy guidelines for our clients and followers to make an educated decision.

Chip Cards

In the past year or so, you have probably received a new chip …

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