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Financial Advisor Blog

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


A Living Trust – Or A Will?

Can you get by with a will only, or do you need more?   You see the ads all the time: “Should you have a living trust?” There is no pat answer. The fact is, the more complex your estate, the more your need for estate planning – and a living trust can be a…

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But, I Don’t Need Estate Planning … Do I?

Why estate planning is so important, and not just for the rich. Do you have an estate? It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind an estate. For some, this…

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The Value Of Life Insurance Trusts

An estate planning option more families ought to know about. You may think of life insurance in very simple terms: you buy a policy so that your loved ones will have some financial assistance when you die. But if you have assets of $1 million or more, you should view life insurance as a tool…

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Are Your Children Financially Literate?

Most Young Adults Aren’t … And They Could Pay A Painful Price. How bad is financial illiteracy today? So bad that your adult children may be at risk of making some serious financial mistakes. Recent surveys have shown that many young adults are not only wayward financially, but also pessimistic about ever becoming wealthy. Young…

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Robert Pagliarini: Expert in Wall Street Journal on Sudden Wealth

Robert Pagliarini, an expert in managing sudden wealth, was interviewed by the Wall Street Journal for a column titled, “Too Rich, Too Soon” about the rewards and complications that come from sudden wealth. You can read the full sudden wealth Wall Street Journal column here: Too Rich, Too Soon.

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Pacifica Named As One of America’s Top Wealth Management Firms by Wealth Manager Magazine.

Pacifica Wealth Advisors was named “Top Dog” by Wealth Manager Magazine. For the past seven years, Wealth Manager Magazine ranks the star wealth management firms. Out of nearly 500 wealth management firms across the United States, we were ranked #37! To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisers,…

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