Blog Post by Ryan Halpern, CPA, CFP®, PFS
Ryan Halpern, CPA, CFP®, PFS
Apr 18, 2022 2:03:56 PM
5
min read
Planning to Retire in 3 Years? Here’s What Senior-Level Executives Need to Do Now
One of my new clients plans to retire in three years following a successful 30-year ...
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Ryan Halpern, CPA, CFP®, PFS
Mar 29, 2022 3:59:11 PM
6
min read
Here’s How to Avoid a Big Fat Tax Surprise
Complex compensation plans go hand in hand with being a corporate executive – including ...
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Ryan Halpern, CPA, CFP®, PFS
Mar 15, 2022 8:00:00 AM
6
min read
Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?
Many corporate executives recently received their 2021 performance bonus and others will ...
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Ryan Halpern, CPA, CFP®, PFS
Sep 1, 2021 4:06:00 PM
< 1
min read
3 Ways to Avoid a Big Fat Tax Surprise in April
Executives need to be prepared for the tax bills that come with earning stock awards and ...
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Ryan Halpern, CPA, CFP®, PFS
Apr 14, 2020 11:30:00 AM
9
min read
Your ‘Retirement Number’ Took a Hit. Now What?
While most of the country focuses on staying healthy and safe during the current ...
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Ryan Halpern, CPA, CFP®, PFS
Mar 3, 2020 3:30:00 PM
6
min read
Bonuses only come once a year. How will you use yours?
Bonus checks will begin arriving during the next few weeks for millions of corporate ...
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Ryan Halpern, CPA, CFP®, PFS
Jan 30, 2020 3:39:00 PM
< 1
min read
HERE ARE THE SMARTEST THINGS TO DO WITH THAT BONUS CHECK
Bonus checks will begin arriving during the next few weeks for many corporate executives ...
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Ryan Halpern, CPA, CFP®, PFS
Nov 27, 2018 12:24:00 PM
5
min read
Use Health Savings Accounts Now to Help Pay Medical Expenses in Retirement
I work with many people in their 30s, 40s, and 50s who want to make certain they choose ...
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