Posts by ssolares

The New Retirement Savings Mentality

By Robert Pagliarini on April 21, 2019

According to the Employee Benefits Research Institute’s (EBRI) 2018 Retirement Confidence Survey, American workers have both a vital—and pressing—need to prepare better for retirement. Nearly 8-in-10 American workers have less than $250,000 set aside for retirement. And 60 percent of American workers have not crunched the numbers on how much they’ll need to live on…

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Three Strategies to Increase Satisfaction in Retirement

By Robert Pagliarini on April 9, 2019

I’ve been working with retirees for over the last two decades. I’ve seen in the real world what leads some clients to experience more satisfaction and happiness in retirement than others. Also, in my pursuit of a PhD in retirement planning, I’ve read hundreds of research papers on retirement. In this episode of Financial Transitions,…

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The Top 10 Questions to Ask Your Retirement Financial Advisor

By Robert Pagliarini on March 26, 2019

Hiring a retirement financial advisor may be one of the most important financial decisions you can make. Working with an honest and experienced retirement financial advisor can make the difference between a mediocre retirement filled with financial fret and a fulfilling retirement filled with confidence. However, how can you find the best retirement financial advisor…

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By Robert Pagliarini on March 16, 2019

 I’ve written about the merits of defined benefit pension retirement plans for small business owners – especially those with no employees or those with husband/wife employees. These savings vehicles offer an opportunity to contribute much more to your retirement than an IRA or 401(k) and can help you significantly reduce your taxes. However, there…

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Financially, Emotionally & Physically Surviving Divorce

By Robert Pagliarini on February 18, 2019

What do you want your divorce to look like? A simple question, but it may be the key to taking the pain out of your split and helping divorce proceedings run better financially, emotionally and physically. Listen to my recent podcast episode with divorce attorney and collaborative practitioner Juliet Laycoe for a modern day approach to surviving divorce.…

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All About Opportunity Zones: The 1031 on Steroids

By Robert Pagliarini on December 5, 2018

Looking for a brand new tax-deferred or potentially tax-free investing opportunity? Bruce Stachenfeld, one of the nation’s preeminent real estate attorneys, calls it the 1031 on steroids. Find out why in my recent interview with Bruce, and read the full transcript of below. Need additional resources on opportunity zones? Download the two whitepapers Bruce references during…

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Finding A Balance Between Education and Retirement Funding

By Robert Pagliarini on October 27, 2018

Your child’s future success might encourage you to pull out all of the stops when it comes to funding their education, but you still need to take care of yourself. Saving for retirement or your child’s education is an ongoing debate many parents face throughout their lives, but it’s important to strike a balance between…

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Want To Increase Your Returns & Truly Grow Your Wealth?

By Robert Pagliarini on June 7, 2018

Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…

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Tax Preparation Checklist: Lessons from Your 2017 Tax Return

By Robert Pagliarini on April 13, 2018

The latest contribution to the CFP Board’s blog offers insights into the lessons we can learn from our 2017 tax return. While we have all our tax forms and documents handy, this is the perfect time to analyze last year’s finances and prepare for the big changes that will occur in the years to…

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A Roadmap for Insurance Claims after a Natural Disaster

By Robert Pagliarini on September 14, 2017

After the winds end and the waters recede, people affected by the two monster hurricanes in the southern United States will need to move fast, keep records and become their own advocates if they are to recover financially. Many people whose property has been damaged by a flood learn quickly that standard homeowners’ policies cover…

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