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TFP
in the News
Washingtonian,
January 2009 - Washingtonian
Magazine once again named Steve Thalheimer as one of the
top 33 financial planners in the DC metropolitan area. The
editors of Washingtonian surveyed hundreds of financial advisors
across the region and asked them the following question: "Whom
would you trust with your own money?" They then followed
up the survey with their own research, and listed those advisors
who received the most recommendations. Steve's colleagues,
other financial advisors, recognized him as an advisor with
whom they would trust their own money.
Washington Post,
"Ask The Experts", April and June, 2008 - Steve
Thalheimer was featured three times over the spring and summer
in the Washington Post's Ask The Experts series, providing
real-world solutions to common client questions on credit
scores, what do to with a $10,000 windfall, and how to pay
for college.
Baltimore Sun,
June, 2008 - Steve Thalheimer was again quoted in the
Baltimore Sun on how to survive an unexpected job loss. He
explained why financial advisors are always nagging their
clients to maintain an adequate cash emergency fund. "It
just gives you some breathing room", Steve says. "Unfortunately,
many people either don't have such a fund or the amount set
aside is often too little."
Consumer Reports
Money Adviser, October 2007 – In a story on phased
retirement, which refers to various ways of making a gradual
transition from full-time work to retirement, Steve Thalheimer
suggests that you have your benefits office run the numbers
to see how a reduced schedule and salary would affect your
future retirement benefits. For example, you could lose your
employer's 401(k) match if you're no longer working a sufficient
number of hours. And if you have a defined-benefit plan, phased
retirement could mean a smaller check once you start collecting,
depending on the formula your plan uses to calculate benefits.
What’s more, the simple fact that you’re taking
in less income may make it harder to find money to put into
your 401(k) or other retirement savings.
Washington Post,
December 2006 – Steve Thalheimer was interviewed
and quoted for the cover story of the Sunday business section
by staff writer Kathleen Day on classic ways even financially
successful people can let money slip away. If you make a financial
mistake, not getting tied down emotionally and admitting the
mistake is the most important step. Then, evaluating options
to correct it or get out of it - and getting enough information
about those options - the next. "Don't just react,"
says Steve, "It's probable that an emotion-based reaction
got you into this situation, so don't try to get out of it
based on emotion alone."
Washington Post,
July 2006 - Steve Thalheimer was interviewed and quoted
for the cover story of the Sunday business section by staff
writer Brooke A. Masters on how to realize when you’ve
made a bad investment decision, and when to get out of it.
Sometimes people buy the wrong products that are either very
expensive or inappropriate for their needs and goals, or pride
gets in the way and people don't want to admit they've made
a mistake. Often it's worth just getting out. TFP helps clients
make these determinations.
Washington Post,
July 2006 - In a related story, Steve Thalheimer cited
a common mistake of investors not adequately considering their
own in-state section 529 College Savings Plans. Although the
Washington, DC area 529 Plans are not considered particularly
low fee, the tax benefits often outweigh the slightly higher
fees for most investors, said Steve.
Virtual Office
News, November 2004 - Steve Thalheimer was interviewed
and quoted for an article on options to protect computer data
in the article "Worried About Security? You Should Be!",
by financial planner and technology consultant Joel Bruckenstein.
In this publication for financial planners, Steve describes
his experience with one software program.
Wall Street
Journal, February 2004 - Steve Thalheimer was quoted
in the article "Planning to Change Jobs? Get in Fit Financial
Shape" which discussed ways to plan ahead to minimize
the financial impact if you're considering a job change. Steve
warned job changers on the dangers of cashing out employer-sponsored
retirement savings accounts
Washington Post,
May, 2003 - Steve Thalheimer was quoted in the article
“Bye-Bye, Small Fry” that reviewed the financial
planning options available to middle income consumers, as
many large brokerage firms are referring clients with small
accounts to “call centers”. He contrasted the impersonal,
sales-driven services of these firms with the personalized,
independent and objective services TFP provides - with no
income or asset minimums.
Washingtonian,
January, 2003 -- Steve Thalheimer was named one of the
best financial planners in the Washington DC area. “Good
financial help does not have to be hard to find,” says
the writer. “Here are 156 people you can trust with your
money.”
Morningstar
Advisor, November, 2002 - Steve Thalheimer was profiled
in an article on experience as a factor in providing financial
planning services. Steve was a Peace Corps employee and Volunteer
before he became a financial planner. Thalheimer's prior work
"gives me experience in thinking holistically, teaching,
training, motivating and empowering clients to take action
to improve their lives," he says. "My previous career
gave me good analytical and research skills, and after completing
the CFP® curriculum and professional experience requirements,
I felt very well equipped to provide quality planning services
and professional advice. I also maintain a rigorous program
of continuing education," he concludes.
Bloomberg Wealth
Manager, October, 2001 -- Steve Thalheimer was featured
in "Planning 101 -- And Beyond." The article discussed
how professional study groups within the financial planning
industry help advisors learn, stay current, adapt and grow
to better serve their clientele.
Baltimore Sun,
March 4, 2001 -- Steve Thalheimer was profiled and pictured
in the Baltimore Sun "Dollars & Sense" section.
In this personal finance article, the writer urges readers
to "invest time in creating a regular savings plan."
Steve and other financial experts agree that even those with
limited resources can set goals and squeak out savings. Tips
for middle-income families include: developing a financial
plan; paying bills on time; paying off credit card debt; working
in small steps; automating savings; and creating a support
network. In his financial planning sessions, Steve helps his
clients "get goals." "A savings plan can include
both short- and long-term goals. Attaining even a short-term
goal can encourage more savings," he says.
Reader's Digest
New Choices, March 2001 -- Steve Thalheimer, was quoted
in an article called "A Financial Checklist for Empty
Nesters." Writer Linda Stern urges empty nesters to review
their financial priorities and provides a handful of tips
to get them started. One suggestion: Look hard at your life
insurance. "You might not need it, or you might need
less," said Steve.
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