Posts by ssolares

Tips for Homebuyers Struggling in a Tight Market

By Robert Pagliarini on July 20, 2017

Summer often brings transitions. In between school years, families relocate, or consider looking for a different house. First-time buyers hit the streets, too. If you’re among those dipping your toe in the market, you might be noticing how frustrating it is: There’s a housing shortage. Home prices have increased by 40% in the last four…

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5 Mistakes To Avoid When Handling An Inheritance

By Robert Pagliarini on May 19, 2017

If you’ve been lucky enough to receive an inheritance, you might be tempted to start spending. After all, a few small indulgences couldn’t hurt, right? Take a deep breath and slow down. Two of the most common inheritance mistakes we see are that people move too fast and spend or give too much. Instead, develop…

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21 Innovative Ideas for Office Pools

By Robert Pagliarini on May 18, 2017

Robert was recently featured on Fit Small Business, offering expert advice on successfully setting the rules for a fair office lottery pool. Read the full article here: 21 Innovative Ideas for Fun Office Pools

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How Important Is Financial Literacy?

By Robert Pagliarini on May 4, 2017

If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more obscure. Are most people clueless about financial matters? That depends on what gauge you want to use to measure financial knowledge. The U.S.…

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Should You Combine Your Finances When You Get Married?

By Robert Pagliarini on April 9, 2017

Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and details to themselves, and their relationship is just fine. Just as a marriage requires understanding, respect, and compromise, so does the financial life of a married couple. If you…

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What is a Living Trust?

By Robert Pagliarini on

Living trusts are created with a clearly defined objective: to avoid probate. Unfortunately, misconceptions about living trusts have spread to the point where people think they can accomplish much more than they can. If you fear probate, consider a revocable living trust. If you worry about your will being contested or your heirs fighting over…

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How Are Rental Properties Taxed?

By Robert Pagliarini on

Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether he or she intends to acquire a property or put one on the market. A sale of income property incurs either a capital gain or loss. If you profit from the sale of income property, that profit is considered…

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Tax Season Tips: Deductions That Can Put Money Back in Your Pocket

By Robert Pagliarini on March 24, 2017

As tax day quickly approaches, Americans are compiling their W-2s, 1099s and charitable contribution receipts. Though many may be looking forward to receiving a refund, others are likely to discover they owe more. In the latest contribution to LetsMakeaPlan.org, CFP Board offers six tips to help reduce your tax bill to make this season a little…

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Common Estate Planning Mistakes

By Robert Pagliarini on March 22, 2017

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems. Failing to revise an estate plan after a spouse or child…

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All About The 60-Day IRA Rollover Rule

By Robert Pagliarini on March 14, 2017

If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take these invested assets from one retirement account to another, without tax consequences. The I.R.S. may give you just…

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