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 and managers. Ryan Halpern discusses how to make a clear plan on how to best save, invest and spend this money.

Published on CNBC.com

Ryan Halpern, CPA, CFP®, PFS

Ryan’s experience with high net worth families in public accounting and in a multi-family office setting allows him to offer clients individualized guidance in navigating the complexities of their financial lives.

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