Ryan Halpern, CPA, CFP®, PFS
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 ...
Here’s How to Avoid a Big Fat Tax Surprise
Complex compensation plans go hand in hand with being a corporate executive – including ...
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 ...
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 ...
Your ‘Retirement Number’ Took a Hit. Now What?
While most of the country focuses on staying healthy and safe during the current ...
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 ...
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 ...
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 ...