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Posted on January 13, 2026 by Dan Pascone
Your Money on One Page: A 2026 Operating System
TL;DR Answer Box Your money on one page is a simple dashboard that shows what you own, what you owe, what is coming in, what you are working toward, and what needs attention next. High earners usually do not have an income problem. They have a visibility problem. Build the one-page view using four sections […]
Posted on January 6, 2026 by Dan Pascone
Year-End Money Conversation With Your Partner
TL;DR Answer Box Year-end money conversation with your partner works when it is structured, short, and focused on alignment instead of math. Use a simple agenda, pick one or two shared numbers, and assign clear ownership so money decisions stop becoming recurring friction. If you earn variable income or equity, set rules for bonuses and […]
Posted on December 29, 2025 by Dan Pascone
Year-End Financial Cleanup Checklist for 2026
TL;DR Answer Box Year-end financial cleanup checklist: reduce complexity before 2026 by consolidating low-value accounts, updating beneficiaries, and building an “if something happens” file that your spouse can use in minutes. Then do a quick gap scan on estate and insurance basics so you start 2026 with clean data and fewer loose ends. Last updated: […]
Posted on December 22, 2025 by Dan Pascone
Year-End Portfolio Review for High Earners
TL;DR Answer Box Year-end portfolio review should start with cash flow timing, not benchmarks. Map your next 1, 5, and 10 years, fund near-term goals with safer capital, place assets in the right accounts for taxes, and use gains and losses to clean up legacy holdings. Finish with a one-page action plan you can actually […]
Posted on October 27, 2025 by Dan Pascone
Donor-Advised Funds: The Tax-Smart Way to Give
TL;DR Answer Box A donor-advised fund (DAF) lets high earners contribute in peak-income years, potentially take an immediate charitable deduction (subject to itemizing, AGI limits, and other rules), and grant to charities over time on your schedule. When funded with long-term appreciated assets, a DAF can also help you avoid capital gains you might owe […]
Posted on October 20, 2025 by Dan Pascone
Company Retirement Plans: The Ultimate Guide
TL;DR Answer Box Company retirement plans are not “pick a 401(k) and move on.” Start with your purpose, then pick the chassis. For broad employee adoption and higher limits, a safe harbor 401(k) with profit sharing often wins. Public and nonprofit professionals may be able to stack a 403(b) plus a governmental 457(b). Owners who […]
Posted on October 6, 2025 by Dan Pascone
A Simple System to Automate Your Finances
TL;DR Answer Box If you want to automate your finances and save 10+ hours a month, stop managing money across scattered portals and install a simple system. Consolidate what you can, route all income into an Income Hub, sweep money automatically into Living Expenses and Wealth Building, pre-schedule bills, investing, and taxes, then run a […]
Posted on September 29, 2025 by Dan Pascone
2025 Tax Law Changes for Executives: What to Do Now
TL;DR Answer Box 2025 tax law changes for executives are now a real planning input for 2026 and beyond. The point is not to react to headlines. The point is to translate what changed into decisions: income timing, deductions, entity strategy, capex planning, estate moves, and equity-comp coordination. Use the checklist below to prioritize the […]
Posted on September 17, 2025 by Dan Pascone
10b5-1 Plans for RSUs: From Legal Protection to Long-Term Diversification
TL;DR Answer Box 10b5-1 plan for RSUs: The best 10b5-1 plan is not a compliance checkbox. It is a rules-based diversification system that turns inevitable RSU sales into predictable cash flow, lower single-stock risk, cleaner tax outcomes, and calmer optics when Form 4 filings post. Build it when you are “clean,” use a clear schedule […]
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 […]