All About Opportunity Zones: The 1031 on Steroids

By Robert Pagliarini on December 5, 2018

 Looking for a brand new tax-deferred or potentially tax-free investing opportunity? Bruce Stachenfeld, one of the nation’s preeminent real estate attorneys, calls it the 1031 on steroids. Find out why in my recent interview with Bruce, and read the full transcript of below. Need additional resources on opportunity zones? Download the two whitepapers Bruce references…

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Finding A Balance Between Education and Retirement Funding

By Robert Pagliarini on October 27, 2018

Your child’s future success might encourage you to pull out all of the stops when it comes to funding their education, but you still need to take care of yourself. Saving for retirement or your child’s education is an ongoing debate many parents face throughout their lives, but it’s important to strike a balance between…

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Want To Increase Your Returns & Truly Grow Your Wealth?

By Robert Pagliarini on June 7, 2018

Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…

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6 Ways to Save on Your Monthly Expenses This Year

By Robert Pagliarini on June 2, 2018

Even though spring has already passed and summer is practically here, you can still come up with some cost-cutting measures for 2018. Saving money is a year-round activity, and if you dig deep and are willing to sacrifice a little, there are always savings to be found – sometimes in the unlikeliest of places. One…

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5 Retirement Considerations After a Divorce

By Robert Pagliarini on

Divorce wrecks a lot of things, and your finances are often one of the biggest. Even worse, the financial impact of divorce isn’t limited to those first few years where you’re trying to live on an individual’s salary after years of sharing expenses. Divorce can also seriously impact your retirement from a number of angles.…

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Tax Preparation Checklist: Lessons from Your 2017 Tax Return

By Robert Pagliarini on April 13, 2018

The latest contribution to the CFP Board’s LetsMakeAPlan.org blog offers insights into the lessons we can learn from our 2017 tax return. While we have all our tax forms and documents handy, this is the perfect time to analyze last year’s finances and prepare for the big changes that will occur in the years to…

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Economic Update 11/13/17

By Robert Pagliarini on November 13, 2017

CONSUMER SENTIMENT INDEX DECLINES The University of Michigan’s monthly gauge of U.S. household sentiment fell to 97.8 in its initial November edition; analysts polled by Bloomberg estimated it would tick up to 100.8. While the 2.9-point dip from its final October level was the largest drop in a year, the index remained near a 13-year…

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Economic Update 10/30/2017

By Robert Pagliarini on October 30, 2017

THIRD QUARTER SAW SOLID ECONOMIC GROWTH Friday, the Bureau of Economic Analysis issued its first estimate of Q3 GDP: 3.0%. Its report showed increases in personal spending and business stockpiling offsetting a dip in home building. The economy grew 3% or more for a second straight quarter for the first time since 2014. Growth has…

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