Expert Insights for High Earners Planning Their Exit


This is where golden handcuff planning gets tactical.
Our articles are written for VPs, Directors, and senior professionals navigating equity, taxes, and the emotional weight of leaving corporate life. If you're ready to build your exit plan — or just curious how close you are — you're in the right place.

When Something Happens to the Financial Spouse

Dec 5, 2024

Zachary Ashburn, CFP®, EA, AFC®
Zachary Ashburn, CFP®, EA, AFC®
Zachary Ashburn, CFP®, EA, AFC®

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Roth Conversions During Market Downturns

Market downturns are unsettling, but they also open a short window for a few proactive planning steps.

Zachary Ashburn, CFP®, EA, AFC®

Zachary Ashburn, CFP®, EA, AFC®

Zachary Ashburn, CFP®, EA, AFC®

Reach Strategic Wealth

Based in North Carolina & Connecticut

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Reach Strategic Wealth LLC (RSW) is a registered investment adviser offering advisory services in the State of North Carolina, State of Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RSW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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Reach Strategic Wealth

Based in North Carolina & Connecticut

© 2025 Copyright

Reach Strategic Wealth LLC (RSW) is a registered investment adviser offering advisory services in the State of North Carolina, State of Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RSW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Menu

About Us

What We Do

Resources

Disclosures

PULL THE RIPCORD

Reach Strategic Wealth

Based in North Carolina & Connecticut

© 2025 Copyright

Reach Strategic Wealth LLC (RSW) is a registered investment adviser offering advisory services in the State of North Carolina, State of Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RSW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Menu

About Us

What We Do

Resources

Disclosures

PULL THE RIPCORD