Posts by ssolares
How an Inverted Yield Curve Impacts Investors
The following is a guest post by James Liu, CFA, Founder and Head of Research at Clearnomics Of the market and economic indicators that predict recessions, none is as important as the steepness of the yield curve. It’s for this reason that markets reacted with uncertainty to last week’s intra-day yield curve inversion – the…
Read MoreRobert Pagliarini Earns PhD in Financial & Retirement Planning
I am very proud to announce that after nearly four years of long nights and weekends, I have successfully earned a PhD in financial and retirement planning from the American College. It’s been quite a journey! My dissertation is titled Role of Parent-Provided Financial Education on Financial Beliefs, Financial Behaviors & Financial Satisfaction. If you…
Read MoreInvestopedia 100 Recognizes Robert Pagliarini as Top Financial Advisor of 2019
Robert Pagliarini was recently recognized by Investopedia as one of the top 100 financial advisors of 2019 nationally, as well as one of the top 22 financial advisors in California. The Investopedia 100 annually selects leading financial advisors across the country who are impacting education and strategies for investing, wealth management and financial planning. Top-of-the-industry…
Read MorePacifica Wealth Advisors Recognized as Top Irvine Wealth Management Firm
We’re proud to announce that Pacifica Wealth Advisors has been named one of the 2019 top financial advisors in Irvine by Expertise. This hand-selected list by the team at Expertise is based on excellence across five categories, including reputation, credibility, experience, engagement and professionalism. We put our clients’ interests first and strive to continue providing…
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The New Retirement Savings Mentality
According to the Employee Benefits Research Institute’s (EBRI) 2018 Retirement Confidence Survey, American workers have both a vital—and pressing—need to prepare better for retirement. Nearly 8-in-10 American workers have less than $250,000 set aside for retirement. And 60 percent of American workers have not crunched the numbers on how much they’ll need to live on…
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Three Strategies to Increase Satisfaction in Retirement
I’ve been working with retirees for over the last 24 years. I’ve seen in the real world what leads some clients to experience more satisfaction and happiness in retirement than others. Also, in my pursuit of a PhD in retirement planning, I’ve read hundreds of research papers on retirement. In this episode of Financial Transitions,…
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The Top 10 Questions to Ask Your Retirement Financial Advisor
Hiring a retirement financial advisor may be one of the most important financial decisions you can make. Working with an honest and experienced retirement financial advisor can make the difference between a mediocre retirement filled with financial fret and a fulfilling retirement filled with confidence. However, how can you find the best retirement financial advisor…
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A SURPRISING PROBLEM WITH DEFINED BENEFIT PENSION PLANS FOR SMALL BUSINESSES
I’ve written about the merits of defined benefit pension retirement plans for small business owners – especially those with no employees or those with husband/wife employees. These savings vehicles offer an opportunity to contribute much more to your retirement than an IRA or 401(k) and can help you significantly reduce your taxes. However, there…
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All About Opportunity Zones: The 1031 on Steroids
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 during…
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Finding A Balance Between Education and Retirement Funding
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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