Skip to content

Sudden Wealth Advisors

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

Should You Write Your Own Will?

Posted in ,

Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one up. Think twice about that. While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget…

Read More

Economic Update 05/05/14

Posted in

HIRING & MANUFACTURING PICK UP America’s economy created 288,000 new jobs in April, the most in any month since January 2012. Labor Department data showed the jobless rate falling dramatically to 6.3%, largely due to more people abandoning the job hunt. Still, the U-6 rate (unemployment + underemployment) was at 12.3% in April, a 4½-year…

Read More

Economic Update 09/30/13

Posted in ,

HOUSEHOLDS BOOST THEIR SPENDING August saw a 0.3% gain in personal spending, and the Commerce Department also noted a 0.4% rise in personal income – the largest monthly increase since February. Consumer spending accounts for about 70% of GDP, and analysts widely expect about 2% growth in Q3; Q2 growth was pegged at 2.5% last…

Read More

Putting Your Home Into a Trust: Uncommon, or Uncommonly Wise?

Posted in , ,

Uncommon, or uncommonly wise? Occasionally, a couple or a family will elect to put their home into a revocable living trust, a charitable remainder trust (CRT) or a qualified personal residence trust (QPRT). There are advantages and disadvantages to doing this. People make this move for a variety of reasons. They may want to save…

Read More

Could the Bull Market Still Run Without the Federal Reserve?

Posted in ,

Could this bull market last with less help from the Federal Reserve? Is it propped up by the Fed’s stimulus, or strong enough to sustain itself if the central bank reduces its efforts? Some factors hint that the economy and the market may have a bit more strength than assumed, even with Q2 GDP projections…

Read More

Pacifica Sponsors the OC Walk to Remember

Posted in

We were proud to be a sponsor of the OC Walk to Remember, a non-profit organization that helps families who have lost a baby in infancy or during pregnancy.

Read More

Inheritance: An Inherited Ira

Posted in ,

Here are some things to consider. Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster. Please note that this is simply an overview. Rather than…

Read More
Reach us at (949) 305-0500