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Archive › Sudden Wealth Advisors

Tax Update 12/17/2014

Tax Extenders Bill Passes Congress, President Expected to Sign into Law On December 16, the Senate brought to an end this year’s tax extenders drama, passing a bill that extends all but a few tax provisions that expired at the … Continue reading

Robert Pagliarini Chosen As CFP Ambassador

NEWS RELEASE  Certified Financial Planner Board of Standards Expands Ambassador Program with Appointment of Robert Pagliarini as CFP Board Ambassador for Orange County He Will Serve as a Local Resource for Personal Finance Issues   ORANGE COUNTY, CA, December 15, … Continue reading

Selling a Business? Use These Strategies to Save on Taxes

Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning for business owners. Does … Continue reading

Retirement Planning

2015 will bring COLAs, changes & something new. Each year, the retirement benefits landscape looks a little different, and next year is no exception. Here’s a look at what will change, what might develop, and even what won’t change for … Continue reading

Financial Planning Tips 2015

What financial, business or life priorities do you need to address for 2015? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial … Continue reading

Financial Planning Tips Checklist For 2014

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year … Continue reading

Year End Money Tips to Consider

What has changed for you in 2014? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want … Continue reading

What You Need To Know About a Solo 401(k)

A solo 401(k) lets a self-employed individual set up a 401(k) plan combined with a profit-sharing plan. You can create one of these if you work for yourself or if you own a small business with just 1-2 full-time employees … Continue reading

What You Need to Know About Social Security (2015)

Social Security benefits are increasing 1.7% in 2015. This marks the fourth straight yearly cost-of-living adjustment, following a 1.5% COLA for 2014. Next year, the average monthly Social Security payment for a single retiree increases by $22 to $1,328. The … Continue reading

Marriage Money Tips

No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can lead to a fight and possibly even an impasse in your relationship. Communication & transparency are essential when it comes … Continue reading