Posts Tagged ‘Sudden Wealth Advisor’

Robert Pagliarini is a frequent contributor to Huffington Post. In the wake of the recent huge PowerBall lottery, they have chosen to publish one of Robert’s sudden wealth columns titled “Sudden Wealth and Lottery Winners: Six Steps for Handling a Windfall.”

My colleague over at CBS News MoneyWatch, Jill Schlesinger, wrote a wonderful piece on how to handle sudden wealth if you are lucky enough to win the Powerball lottery tomorrow worth $500 million. Here’s an excerpt of her four tips: 1) Read the rules on the ticket and on the lottery’s website. Sign your name…

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 working too long and too hard? Could you achieve more by doing less?…

We are very pleased to announce that Pacifica Wealth Advisors secured the trademark for “Sudden Wealth” by the U.S. Patent & Trademark Office. We are dedicated to serving sudden wealth recipients and look forward to providing our specialized brand of wealth management expertise to these clients for years to come.

Watch sudden wealth recipient 22 year-old Sandeep Singh accept a check for $30.5 million. Seems grounded and from a hard-working family. I hope he gets good tax, legal, and financial advice to protect his sudden wealth so he can fully enjoy it.

Will your accumulated assets be threatened by them? All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? It is because families fall prey to serious money blunders – old and new.…

What do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, we…

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…

Robert Pagliarini, an expert in managing sudden wealth, was interviewed by the Wall Street Journal for a column titled, “Too Rich, Too Soon” about the rewards and complications that come from sudden wealth. You can read the full sudden wealth Wall Street Journal column here: Too Rich, Too Soon.

Pacifica Wealth Advisors was named “Top Dog” by Wealth Manager Magazine. For the past seven years, Wealth Manager Magazine ranks the star wealth management firms. Out of nearly 500 wealth management firms across the United States, we were ranked #37! To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisers,…