HH In The News
08.05.2020
The COO Roundtable Episode 20 – Featuring: Diane Gabianelli and Cecilia Williams

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HH In The News
08.05.2020

Did You Get a Tax Refund? 5 Smart Ideas on What to Do with It

By Julia K. Pham, CFP®, AIF®, CDFA®, Wealth Advisor at Halbert Hargrove If you’re “average,” you might get close to $3,000 from Uncle Sam this tax season. Don’t let it burn a hole in your pocket. Cha-ching! Getting a tax refund may feel like a welcome surprise — and like a good time to treat yourself …

HH In The News
07.22.2020

Save Big on 6 Pricey Purchases

BECAUSE SPLURGING FEELS EVEN BETTER WHEN IT DOESN’T EMPTY YOUR WALLET By Kate Rockwood, Real Simple featuring Julia K. Pham, CFP®, AIF®, CDFA®, Wealth Advisor at Halbert Hargrove See Full Article Here How do you balance having the life you want to enjoy today with what you’re going to need in the future? Are you doing …

HH In The News
07.15.2020

Work-from-Home Survival Tips – Including Hacks for Handling Kids

A team of financial professionals weighs in on what works for them personally to stay productive and sane in the era of COVID-19. By Kelli Kiemle,  AIF®, Director of Marketing and Client Experience with HH Team Being a working mom was challenging prior to the coronavirus shutdown — juggling work, racing to school or sports, planning quick, nutritious …

HH In The News
07.10.2020

Summer reading recommendations from financial advisers

By InvestmentNews It’s summer, which means you might have some time to pick up a good book. We ask advisers and industry executives for their recommendations, both of books about business and books on other topics. Here are some of their suggestions. Russ Hill, Chairman and CEO, Halbert Hargrove Small Giants Bo Burlingham It really …

HH In The News
05.27.2020

Can You Roll Over a 403(b) to an IRA If You’re No Longer Employed?

By Investopedia Staff featuring Nick Strain, CFP®, CPWA®, AIF®, Senior Wealth Advisor at Halbert Hargrove If you are no longer working with the employer that established your 403(b) account, you can roll your 403(b) balance into a traditional individual retirement account (IRA). How It Works Generally, only a signed contribution form is required by the …

HH In The News
05.21.2020

“Technology and media has made it so that it’s easier to create a community and movement for change”

By Tyler Gallagher, CEO and Founder of Regal Assets featuring  Julia K. Pham, CFP®, AIF®, CDFA®, Wealth Advisor at Halbert Hargrove There’s been this big societal and generational shift, where more and more women are getting a higher education, having kids later and participating in the labor market. Naturally, as a result, we’re seeing more …

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