Blog
Select a Category
Posted on October 28, 2024 by Dan Pascone
Play Defense, Build Legacy: Wealth Protection Strategies for High Earners
Building wealth is only half the battle in high-net-worth financial planning. You can build the largest, most elaborate sandcastle, but one good wave—or a menace with a stick—can knock it all down if you aren’t prepared. Safeguarding your wealth through thoughtful risk management and estate planning is just as essential. It’s one of those things […]
Posted on October 14, 2024 by Dan Pascone
Retirement and Tax Planning: A Dynamic Approach for High Earners
Retirement planning and tax planning are intrinsically linked because things you do in one area can directly impact the outcomes in the other. Retirement planning and tax planning are intrinsically linked because things you do in one area can directly impact the outcomes in the other. There’s often a push-and-pull between the two—some strategies offer […]
Posted on October 13, 2024 by Dan Pascone
Mastering Cash Flow Management & Expense Planning: A Guide to Long-Term Wealth
You may have noticed that regardless of how much you earn, the thoughts and concerns of “what if I go broke” don’t completely disappear. This usually comes down to your relationship with money earned rather than simply focusing on how to earn more. Cash flow management isn’t just about keeping the lights on—it’s about maintaining the delicate […]
Posted on October 9, 2024 by Dan Pascone
Structuring a Comprehensive Financial Plan for High Earners: A 4-Part Series
In the words of personal finance celebrity Dave Ramsey: “You must gain control over your money, or the lack of it will forever control you.” Creating a solid financial plan is more than just a spreadsheet exercise—it’s a strategic roadmap that directs how your wealth grows, is preserved, and, eventually, how it supports your life’s ambitions. […]
Posted on September 30, 2024 by Dan Pascone
Smart Tech, Smarter Money: Using Personal Finance AI to Optimize Your Finances
Artificial Intelligence (AI) is far from the buzzword it was just a few years ago. It’s changing how we get stuff done, plan events, communicate, and, perhaps most interesting of all, for the financially savvy, manage our money. AI can be a lethal tool when paired with automation. From automating mundane tasks to providing personalized […]
Posted on September 16, 2024 by Dan Pascone
Why Trusts Are No Longer Just for the Ultra- Wealthy: A Practical Guide to Protecting Your Assets and Avoiding Probate
If you didn’t grow up in a family with a private jet and a nameplate estate, chances are you’ve heard of trusts but have never given them much thought. Trusts tend to carry an air of exclusivity—something only the ultra-wealthy need to worry about, right? Not so fast. While trusts are often associated with billionaires […]
Posted on September 9, 2024 by Dan Pascone
Maximizing Employee Stock Purchase Plans (ESPPs): A High Earner’s Guide to Wealth Building and Risk Management
Employee Stock Purchase Plans (ESPPs) are company-sponsored programs that allow employees to purchase company stock, typically at a discount. ESPPs are a great way to attract and retain talent. These plans have become increasingly popular among publicly traded companies, which use them to align employee interests with those of the company (and shareholders). ESPPs operate […]
Posted on September 3, 2024 by Dan Pascone
Introduction to Retirement Planning and Tax Diversification
Retirement planning is a critical aspect of financial management that can often seem overwhelming. However, its importance cannot be overstated. Proper planning ensures that your golden years are not only comfortable but also financially secure. One of the key components of an effective retirement strategy is tax diversification. Understanding how different types of retirement accounts […]
Posted on September 3, 2024 by Dan Pascone
Credit Scores Demystified: The Key to Elite Financial Privileges
Imagine a financial world where every dollar you borrow comes at the lowest possible cost, every credit card you open offers elite perks, and your mortgage rate is the envy among your friends with home ownership aspirations. Those are just a few perks of an excellent credit score. Your credit score isn’t just a number […]
Posted on August 24, 2024 by Dan Pascone
The QSBS Advantage: How to Turn Startup Equity into Tax-Free Wealth
Imagine a world where you can invest in a promising startup, hold onto your shares for a few years, and then, when the time is right, sell those shares and keep a significant chunk (and maybe all) of your gains out of the taxman’s reach. Qualified Small Business Stock (QSBS) refers to shares in a […]