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Posted on September 23, 2025 by Dan Pascone
ISOs Strategy: Avoid AMT & Build Long-Term Wealth
TL;DR: Incentive Stock Options (ISOs) can be a wealth-building superpower, if you manage timing, respect the holding periods, and plan around AMT. Use phased exercises, model taxes in advance, and decide when a disqualifying sale may actually be the better economic move. Last updated: September 29, 2025 What Makes ISOs Different ISOs give you the […]
Posted on September 17, 2025 by Dan Pascone
10b5-1 Plans for RSUs: From Legal Protection to Long-Term Diversification
TL;DR: A well-designed 10b5-1 plan turns inevitable RSU sales into a rules-based system that reduces single-stock risk, manages taxes, and protects your market reputation. It’s not just compliance, it’s strategy. Last updated: September 29, 2025 Why a 10b5-1 Plan Matters If you’re sitting on a mountain of equity, you already know to diversify and steer […]
Posted on September 15, 2025 by Dan Pascone
Asset Location Strategy for High Earners
TL;DR: At higher incomes, where your money lives matters more than how much you make. Build an “income sandbag” (spend below your means), then deploy the surplus with smart asset location, portable account design, and, when appropriate, advanced wrappers. That’s how wealth compounds faster than you earn. Last updated: September 29, 2025 Introduction If you’re […]
Posted on September 8, 2025 by Dan Pascone
Automate Your Finances: Save 10+ Hours a Month with a 3-Account System
TL;DR: The fastest way to save 10+ hours a month is to automate your finances: consolidate accounts, route all income through a simple 3-account system, pre-schedule bills/taxes/investments, and review quarterly. You’ll cut errors, drop stress, and free time for higher-value decisions. Last updated: September 29, 2025 Introduction Executives and business leaders don’t have time for […]
Posted on September 4, 2025 by Dan Pascone
Passive Income for Busy Executives: Make Money While You Sleep
TL;DR: High earners don’t need another side job, they need structures. Pair yield-focused fixed income, short-term rentals (cash flow + tax + equity), and cash-value life insurance for liquidity and leverage. Build a passive income engine that compounds quietly while you sleep. Last updated: September 30, 2025 Why Passive Income Matters for Busy Executives Good […]
Posted on September 2, 2025 by Dan Pascone
70/20/10 Rule: Enjoy Life Now & Fund Your Future
TL;DR: You don’t have to choose between joy now and freedom later. Use the 70/20/10 rule (70% living, 20% building, 10% giving/growth), automate the “20” first, spend intentionally on what fuels you, and set guardrails so splurges are planned, not guilty. Last updated: September 30, 2025 Introduction High earners often bounce between two extremes: splurge […]
Posted on August 25, 2025 by Dan Pascone
6-Figure Salary, Real Wealth: The 3-Part Plan
TL;DR: A six-figure salary isn’t a wealth plan. Use a 3-part framework: (1) strategic tax architecture that lowers drag and boosts flexibility, (2) a lifestyle gap + automation so savings happen by default, and (3) goal-tied milestones that turn income into freedom on your timeline. Last updated: September 30, 2025 Why Your 6-Figure Salary Won’t […]
Posted on August 21, 2025 by Dan Pascone
From Financial Anxiety to Clarity: How High Earners Can Build Confidence with a Structured Plan
When High Income Doesn’t Equal Peace of Mind The irony is brutal: that “high earner” salary should deliver peace of mind,but instead, it amplifies every market swing and “what if” scenario racing through your head before bed. What should be a pleasant walk soon turns into erratic financial calculus. If interest rates are X and […]
Posted on August 18, 2025 by Dan Pascone
5 Pillars of Financial Security & Life Balance
TL;DR: Financial serenity isn’t about a bigger paycheck, it’s about a system. Use the five pillars of financial security (cash flow, safety nets, debt discipline, purposeful investing, income expansion), layer in simple habits, and track four KPIs so stress drops and life balance rises. Last updated: September 30, 2025 The 5 Pillars of Financial Security […]
Posted on August 14, 2025 by Dan Pascone
The Art of Subtraction: Financial Minimalism for High-Complexity Wealth
How High Earners Can Reduce Chaos, Preserve Bandwidth, and Keep Wealth Moving Forward The paradox of success is that more wealth often creates more complexity, not less. Executives and entrepreneurs with equity comp, multiple entities, and scattered investments often find themselves drowning in admin work, chasing down logins, and playing financial whack-a-mole instead of actually […]