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Financial Planning

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

Best Economic and Business Books 2012

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When I was growing up outside of Portland, Oregon, one of my favorite pastimes was going to Powell’s Bookstore—the largest independent bookstore in the world. I’d spend hours upon hours finding and reading books there. Not much has changed as I’ve grown older. While I spend less time in bookstores, I still have an insatiable…

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Break Your Bad Money Habits in 2013

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Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as any to alter your behavior. #1: Lending money to family & friends. You may know someone who has…

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Little Ways You Can Improve Your Financial Life in 2013

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This is the year! Yes, you can make 2013 the year you alter your financial life for a better financial future. Let’s look at some steps you might think of taking with the goal of financial freedom in mind. No, we’re not talking about those ridiculously obvious steps the usual articles recommend, like “write your…

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Robert’s CBS Column: Are You A Shopaholic? Here’s 5 Ways to Beat Your Addiction

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Alcohol, crack and heroin are known to be highly addictive, but can something as innocuous…

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Robert’s CBS Column: 10 More Amazing Christmas Gifts That Won’t Cost You Anything!

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Last week I wrote a popular column titled 10 Free Christmas Gifts That Won’t Cost You…

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Special Needs Trusts: Financial Planning for a Loved One with a Disability

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If you have a child with special needs or care for an adult relative who is mentally or physically challenged, you face long-run financial demands. In all probability, federal and state assistance won’t help you meet all of them. Enter the special needs trust, an irrevocable trust designed to provide for an individual or family…

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Robert’s CBS Column: 10 Amazing Christmas Gifts That Won’t Cost You Anything!

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Are you long on Christmas shopping lists but short on cash? Last week I wrote…

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Robert’s CBS Column: Save Money This Christmas With 10 Easy Tips

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Want to learn how to save money on gifts this Christmas and not feel like…

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Robert’s CBS Column: Santa on a Budget? What to Tell Your Kids

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: Christmas is around the corner, and if the fat man in the red suit has…

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Robert’s CBS Column: 5 Quick & Painless Money Saving Tips

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Robert Pagliarini, an expert in wealth management, inheritance planning, financial planning, and sudden wealth™, writes a financial column for CBS News MoneyWatch that is also syndicated in newspapers across the country. The following is a column Robert wrote for CBS: There are two ways to change any behavior . . . the hard way and…

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