Posts Tagged ‘Financial Planning’

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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How to Manage Your Relationship… And Your Money

By Robert Pagliarini on March 3, 2017

It’s always important to keep open lines of communication with your significant other. Talking about money is no exception, but it can be a sticky subject – and one that can bring up issues related to your own anxiety around your finances. It’s time to break the cycle of non-communication and have “the money talk.”…

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The Benefits of a Health Savings Account (HSA)

By Robert Pagliarini on February 23, 2017

Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of the compelling reasons why younger, healthier employees decide to have HSAs. #1: Tax-deductible contributions. These accounts are funded with pre-tax income – that is, you receive a current-year tax deduction for the amount of money…

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What’s the Difference Between Active & Passive Investment Management?

By Robert Pagliarini on February 12, 2017

Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. During a particular market climate, one of these two methods may be widely praised, while the other is derided and dismissed. In truth, both approaches have merit, and all investors should understand their principles. How does…

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Financial Moves You Can Make in 2017

By Robert Pagliarini on February 7, 2017

What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient: …

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Couples Advice on Managing Wealth

By Robert Pagliarini on February 5, 2017

When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually not so difficult.  At some point, you will have to…

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