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Financial Advisor Blog

Topics include sudden wealth, financial retirement planning, personal and business finance.

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Robert’s CBS Column: Santa on a Budget? What to Tell Your Kids

Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Christmas is around the corner, and if the fat man in the red suit has…

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Robert’s CBS Column: 5 Quick & Painless Money Saving Tips

Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: There are two ways to change any behavior . . . the hard way and…

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How Will Congress Resolve the Big Tax Questions of 2013?

Decisions must be made. In the next couple of months, Congress will address several major tax matters. Here are the big tax questions looming. The Bush-era income tax cuts. Will the current 10%-15%-25%-28%-33%-35% federal tax rate structure give way to 15%-28%-31%-36%-39.6% tax brackets in 2013? After the election, some analysts feel a compromise will be…

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The 2 Biggest Misconceptions About Retirement

We’ve all heard about the “new retirement”, the mix of work and play that many of us assume we will have in our lives one day. We do not expect “retirement” to be all leisure. While this is becoming a cultural assumption among baby boomers, it is interesting to see that certain financial assumptions haven’t…

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Robert’s CBS Column: 5 Sure Signs of Corporate Burnout

Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Are you working too long and too hard? Could you achieve more by doing less?…

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10 Reasons Not to Plan for Retirement

You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write. Reason #10: “I’m too busy” I can’t tell you how often I hear this excuse. So…

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Sudden Wealth Trademark Awarded to Pacifica Wealth Advisors

We are very pleased to announce that Pacifica Wealth Advisors secured the trademark for “Sudden Wealth” by the U.S. Patent & Trademark Office. We are dedicated to serving sudden wealth recipients and look forward to providing our specialized brand of wealth management expertise to these clients for years to come.

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Robert’s CBS Column: 3 Steps to Prepare for the Next Disaster

Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: As a “sudden wealth” financial planner, I take great pride in helping others determine where…

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Sudden Wealth Winner Sandeep Singh Wins $30.5 Million Lottery [Video]

Watch sudden wealth recipient 22 year-old Sandeep Singh accept a check for $30.5 million. Seems grounded and from a hard-working family. I hope he gets good tax, legal, and financial advice to protect his sudden wealth so he can fully enjoy it.

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Robert Pagliarini Discusses Credit Scores on the Steve Harvey Show

In October 2013, Robert Pagliarini appeared on the Steve Harvey Show to discuss all things credit: what is credit, what is a credit score, how to get your credit report, how to get your credit score, how to improve bad credit, and many other credit related topics.

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