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Posts by ssolares

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 LetsMakeAPlan.org 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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Low Volatility Market: Ways to Reduce Risks That Persist

By Robert Pagliarini on August 24, 2017

If you’ve been thinking that not much is happening in the market lately, you’re right. Through the first seven months of the year, none of three major stock market indexes has fallen by more than 5 percent. And one gauge of market movement, the CBOE Volatility Index (VIX), which measures investors’ expectation of the ups…

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Tips for Homebuyers Struggling in a Tight Market

By Robert Pagliarini on July 20, 2017

Summer often brings transitions. In between school years, families relocate, or consider looking for a different house. First-time buyers hit the streets, too. If you’re among those dipping your toe in the market, you might be noticing how frustrating it is: There’s a housing shortage. Home prices have increased by 40% in the last four…

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5 Mistakes To Avoid When Handling An Inheritance

By Robert Pagliarini on May 19, 2017

If you’ve been lucky enough to receive an inheritance, you might be tempted to start spending. After all, a few small indulgences couldn’t hurt, right? Take a deep breath and slow down. Two of the most common inheritance mistakes we see are that people move too fast and spend or give too much. Instead, develop…

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21 Innovative Ideas for Office Pools

By Robert Pagliarini on May 18, 2017

Robert was recently featured on Fit Small Business, offering expert advice on successfully setting the rules for a fair office lottery pool. Read the full article here: 21 Innovative Ideas for Fun Office Pools

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