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Posted on February 27, 2024 by Dan Pascone
How to grow your wealth, not your tax bill
I speak with twenty-plus high-earning tech leaders in the sweet spot of their careers every week: They’re growing professionally, Making more money, And, painfully, paying Uncle Sam his taxes. For example, the average SaaS employee making $225,000 per year is paying over $68,000 every year in a no-state income tax state like Florida or over […]
Posted on November 27, 2023 by Dan Pascone
6 Reasons You Need a Customized Financial Plan
Everyone has financial goals, but many people don’t have a roadmap that lays out how to achieve them. A financial plan that’s customized to your objectives becomes that roadmap—helping you reach your destination, whatever it might be. If you’ve never thought about how financial planning can help you live the life you have in mind, […]