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We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

How Much Can You Take From Your Investments And Not Run Out Of Money?

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Don’t Kill The Chicken So I’m 15 minutes into an explanation of what I think is a pretty important and complicated subject when my client stops me mid-sentence. She says, “So basically, don’t kill the chicken.” I pause. I pause some more. She looks at me like I’m an idiot, and I look at her…

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Robert Pagliarini Featured on Redfin Guide to House Hunting for Aging Adults

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Robert Pagliarini was recently featured in Redfin’s Ultimate Guide to House Hunting for Aging Adults. If you’re nearing or already in retirement, Redfin offers advice on selling your current home and transitioning to the next. “Most home buyers focus first and foremost on the purchase price, but of greater financial consideration are the ongoing costs of…

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