Sudden Wealth Advisors

Should You Write Your Own Will?

By Robert Pagliarini on June 8, 2015

Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one up. Think twice about that. While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget…

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Economic Update 05/05/14

By Robert Pagliarini on May 5, 2014

HIRING & MANUFACTURING PICK UP America’s economy created 288,000 new jobs in April, the most in any month since January 2012. Labor Department data showed the jobless rate falling dramatically to 6.3%, largely due to more people abandoning the job hunt. Still, the U-6 rate (unemployment + underemployment) was at 12.3% in April, a 4½-year…

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Economic Update 09/30/13

By Robert Pagliarini on September 30, 2013

HOUSEHOLDS BOOST THEIR SPENDING August saw a 0.3% gain in personal spending, and the Commerce Department also noted a 0.4% rise in personal income – the largest monthly increase since February. Consumer spending accounts for about 70% of GDP, and analysts widely expect about 2% growth in Q3; Q2 growth was pegged at 2.5% last…

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Putting Your Home Into a Trust: Uncommon, or Uncommonly Wise?

By Robert Pagliarini on September 6, 2013

Uncommon, or uncommonly wise? Occasionally, a couple or a family will elect to put their home into a revocable living trust, a charitable remainder trust (CRT) or a qualified personal residence trust (QPRT). There are advantages and disadvantages to doing this. People make this move for a variety of reasons. They may want to save…

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Could the Bull Market Still Run Without the Federal Reserve?

By Robert Pagliarini on June 5, 2013

Could this bull market last with less help from the Federal Reserve? Is it propped up by the Fed’s stimulus, or strong enough to sustain itself if the central bank reduces its efforts? Some factors hint that the economy and the market may have a bit more strength than assumed, even with Q2 GDP projections…

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Inheritance: An Inherited Ira

By Robert Pagliarini on October 10, 2012

Here are some things to consider. Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and regulations affecting the inherited IRA. Ignorance could lead you straight toward a tax disaster. Please note that this is simply an overview. Rather than…

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