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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 23, 2025 by Dan Pascone
ISOs Strategy: Avoid AMT & Build Long-Term Wealth
TL;DR Answer Box Quick answer: An ISO strategy for high earners works best when you treat options like a tax and risk project, not a lottery ticket. You may build more after-tax wealth by (1) exercising in planned tranches, (2) modeling AMT before you click “exercise,” and (3) choosing the right sale type (qualifying or […]
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 […]
Posted on September 8, 2025 by Dan Pascone
Automate Your Finances: Save 10+ Hours a Month with a 3-Account System
TL;DR Answer Box Automation is how high earners buy back time. If your money lives across too many portals, the fix is not more willpower. It is a simple system: consolidate accounts, route all income through a 3-account flow, pre-schedule bills, taxes, and investing, then review quarterly. Done right, you can save 10+ hours a […]
Posted on September 4, 2025 by Dan Pascone
Passive Income for Busy Executives: Make Money While You Sleep
TL;DR Answer Box Passive income for high earners is a structure problem, not a hustle problem. The cleanest “engine” is usually a three-layer stack: (1) yield-focused fixed income for stability and predictable cash flow, (2) short-term rentals when the underwriting and operations are real (cash flow plus tax and equity benefits, subject to rules), and […]
Posted on September 2, 2025 by Dan Pascone
70/20/10 Rule: Enjoy Life Now & Fund Your Future
TL;DR Answer Box You do not have to choose between joy now and freedom later. Use the 70/20/10 rule (70% living, 20% building, 10% giving or 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 […]
Posted on August 25, 2025 by Dan Pascone
6-Figure Salary, Real Wealth: The 3-Part Plan
TL;DR Answer Box Six-figure salary wealth plan: A big income is not a plan. High earners build wealth faster when they (1) reduce tax drag with smart account design and asset location, (2) create a lifestyle gap and automate the surplus, and (3) tie every dollar to dated goals so money shows up on time […]
Posted on August 21, 2025 by Dan Pascone
From Financial Anxiety to Clarity: How High Earners Can Build Confidence with a Structured Plan
TL;DR Answer Box High income peace of mind comes from structure, not more spreadsheets. If you feel anxious despite earning well, treat it as a systems problem: install cash flow automation, cap concentration risk with rules, coordinate taxes across RSUs and bonuses, and track a small set of KPIs so decisions stop living in your […]
Posted on August 18, 2025 by Dan Pascone
5 Pillars of Financial Security & Life Balance
TL;DR Answer Box Financial serenity is not about earning more. It is about installing a system that keeps cash flow steady, protects you from shocks, and turns investing into a rules-based process. Use the five pillars (cash flow, safety nets, debt discipline, purposeful investing, income expansion), then track four KPIs so you always know what […]