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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.

Don’t Fade Away as You Age: Robert & Badass Retirement Featured in MarketWatch

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What is one of the biggest mistakes retirees routinely make? Robert was recently featured in MarketWatch, where he discussed how to overcome the hurdles of Average Retirement and embrace a full life filled with more meaning, fulfillment and adventure. See an excerpt from the article below, then read the full article on MarketWatch. With longer…

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Taking Advantage of Your 401(k) Account

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The 401(k) is one of the best tools you have in your savings arsenal. It allows you to contribute money directly from your paycheck. Don’t worry if your company doesn’t offer a 401(k), they might offer a different type of retirement account that’s just as good such as a SEP, SIMPLE, 403(b), or 457 account.…

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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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