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Financial Advisor Blog

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

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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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How to Improve Your Credit Score

740 is the new 720. If you want to refinance or buy a home or pass muster with a lender, a landlord, an insurer or even a possible employer, it will help to have a credit score of 740 or better. While the median FICO score in America is still 720, many lenders have now…

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Manage Your Finances Like a Big Saver (Not a Big Spender!)

You stand at your window and look across the street. Nice house, you think. Nice landscaping. Nice sports car. Nice driveway. New bikes for the kids. Wow, your neighbors are really well off. If only you had that kind of money. That plain home down the street with the older model sedan parked out front…

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12 Key Elements of Personal Finance

This list is extracted from the wonderful book, “Common Sense Economics,” by James Gwartney, Richard Stroup, and Dwight Lee. Discover your comparative advantage. Be entrepreneurial. In a market economy, people get ahead by helping others and discovering better ways of doing things. Spend less than you earn. Begin a regular savings program now. Don’t finance…

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How to Control Excessive Shopping

Can shopping become addictive? I’ve worked with people from vastly different backgrounds who have become shopaholics — from sudden wealth recipients who’ve come into millions of dollars to the unemployed and destitute who cannot control their shopping addiction. Most recently Dr. Drew and I recently taped an episode on the Ricki Lake Show where we…

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Should You Ever Invest in a Timeshare?

Many buyers come to regret their decisions. Thinking about buying a timeshare? You may want to think twice about it. While some people buy timeshares and love them, many question their choice after an initial honeymoon period. Years later, they realize that they have bought more than part-time use of a resort property – they…

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Financial Education: 2012/2013 Financial To-Do List

Things you can do before and for 2013.  What financial, business or life priorities do you need to address for 2013? 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 to the pursuit of those goals as…

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