Retirement
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Posted on July 24, 2025 by Dan Pascone
Oversaving Might Be Your Biggest Expense
How High Earners Can Build a Financial Life That Balances Today’s Joy with Tomorrow’s Security When most people think of financial planning, they picture frugality—cutting corners today to secure a better tomorrow. But if you’re a high earner, the rules shift. The real challenge isn’t whether you can afford indulgences. It’s how to structure your […]
Posted on July 22, 2025 by Dan Pascone
Taking Social Security at 62 vs. 70: What’s the Right Move for Your Retirement?
You’ve worked hard, saved diligently, and now you’re staring down one of the biggest retirement decisions: When should I take Social Security? Claiming too early could shrink your lifetime income by hundreds of thousands. Waiting too long? It could mean unnecessarily straining your portfolio during critical years. In this blog, we break down how your […]
Posted on July 16, 2025 by Dan Pascone
Redefining Retirement: The Hybrid Strategy That Makes Work Optional
For high-performing business leaders, retirement isn’t about leaving the game. It’s about rewriting the rules. The question isn’t “When should I stop working?” but rather “How can I keep doing work I enjoy,on my terms,while living with more freedom?” That’s the essence of hybrid retirement. It’s a smarter, more flexible way to transition from full-time […]
Posted on July 14, 2025 by Dan Pascone
FIRE Explained: How to Achieve Financial Independence and Retire Early
Most people spend 40+ years grinding through a career, hoping to enjoy retirement in their 60s. But what if you could flip that script, and make work optional decades earlier? That’s the promise of FIRE, Financial Independence, Retire Early. It’s not about retiring at 35 to sip margaritas (unless that’s your thing). It’s about gaining […]
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 […]
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 […]
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. […]