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Posted on April 4, 2025 by Dan Pascone
DIY vs. Financial Advisor: Which Wealth Strategy Works for You in 2025?
You don’t need to have all the answers to build a successful financial future—but knowing the right questions to ask is a powerful start. One of the most important?Should you manage your finances on your own or bring in a professional? Today’s world gives you access to more tools, data, and automation than ever before. […]
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 24, 2025 by Dan Pascone
Start Smart, Stop Sabotage: The 2025 Wealth-Building Playbook
To strengthen your financial position this year, it’s essential to refine your strategy. For high earners, business leaders, and growth-focused professionals, adopting smart habits and dropping detrimental ones can have a massive impact on your long-term wealth. Here are the key financial actions to start—and stop—to secure your financial future. ✅ Financial Moves to Start […]
Posted on March 21, 2025 by Dan Pascone
Smarter Prompts, Smarter Money: How ChatGPT and AI Can Assist Your Finances
How to Let AI Handle the Heavy Lifting (But Not the Big Decisions) How ChatGPT Can Revolutionize Your Personal Finance and Investing One of the most significant technological advancements of 2024 has been the rise of consumer AI, including tools like ChatGPT, Claude, and other large language models (LLMs). These tools offer powerful capabilities for […]
Posted on March 11, 2025 by Dan Pascone
Financial Planning for Go to Market Leaders and Sales Professionals
The financial lives of high earners like GTM leaders are a reflection of our professional ones– high-stakes, intricate, and full of potential. It’s not unusual for an exceptionally talented sales leader in the right company in the right industry to make enough money to retire for life in less than five years. But, equity is […]
Posted on March 7, 2025 by Dan Pascone
Finding a Financial Planner Who Saves and Makes You More Than They Cost
Juggling a six-figure salary, stock options, and the tax implications of higher income brackets can make financial planning stressful and risky, which is why many high-earners seek out financial planners. However, finding the right man or woman for the job can also add to the stress– how do you simply trust someone to handle your […]
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 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 […]