Retirement
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Posted on April 24, 2025 by Dan Pascone
FIRE Without the Burnout: How to Adjust FIRE Targets Without Breaking a Sweat
🔥 FIRE or Fizzle? How to Retire Early Without Regrets Ever caught yourself daydreaming about retiring decades earlier than the norm and then running the same old napkin math in your head—“ok if I just put $500k in index funds and earn 8% per year, $200k in a HYSE, $200k in bonds… I should have […]
Posted on March 31, 2025 by Dan Pascone
Why Hybrid Living Beats Full Retirement
Forget the image of retirement as a hard stop at 65. In today’s flexible, remote-friendly world, retirement is no longer a deadline—it’s a design. A lifestyle. A choice. Welcome to the era of hybrid retirement, where work becomes optional, not obligatory. It’s about crafting a life you don’t need a vacation from—one filled with freedom, […]
Posted on March 27, 2025 by Dan Pascone
Crush the Rest of 2025: A Smarter, Sharper Portfolio Starts Now
The confetti has settled, your workout routine might already be on its second wind, and 2025 is officially underway. But here’s a resolution with lasting impact: optimizing your investment portfolio. If your current approach leans too heavily on autopilot, it’s time for a wake-up call. Lazy portfolios can silently underperform—costing you growth, security, and peace […]
Posted on March 4, 2025 by Dan Pascone
Life After the Big Payout: Wealth Preservation and Growth Strategies
You’ve “Made It”—Now What? The ink is dry, the deal has closed, and your bank account has taken a monumental leap. After years of working tirelessly to grow your company—or finally cashing out on years of stock options—you’ve reached the financial milestone you once only dreamed of. Many describe a sudden influx of cash as […]
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 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 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 July 23, 2024 by Dan Pascone
Maximizing Employer-Sponsored Retirement Plan Contributions
With benefits like immediate tax relief today and employer matches, employer-sponsored retirement plans, like 401(k)s, can be a relatively passive method of saving to a comfortable, secure retirement. However, genuinely harnessing their power requires understanding their history nuances and how to leverage them among your other tax-advantaged accounts. A Brief History of Employer-Sponsored Retirement Accounts […]
Posted on July 16, 2024 by Dan Pascone
Rolling Over Your 401(k): Best Practices for Managing Retirement Accounts
Managing your 401(k) might seem like a small fish in a big sea of decisions while considering job changes, but it’s actually a whale of a task. A 401(k) rollover involves transferring funds from your current 401(k) plan to a new 401(k) plan or an IRA. The IRS allows you sixty days from the date […]
Posted on June 18, 2024 by Dan Pascone
Life Insurance Retirement Plans: Turning LIRPs into Powerful Retirement Tools
Let’s face it: when most people think of either life insurance or retirement planning, “exciting” isn’t the first word that comes to mind. But when those terms are combined into a “Life Insurance Retirement Plan,” the mundane concept turns into a crafty strategy that could give you access to sizable loans you might not even […]