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Robert Pagliarini

Advanced Tax Strategy to Avoid State Income Taxes

Robert Pagliarini | Posted 12.24.2014 | Business
Robert Pagliarini

If you expect a windfall from a one-time gain or an investment account that you anticipate to produce significant income over the coming years, a personal tax inversion might make sense.

5 Must-Follow Office Lottery Pool Rules

Robert Pagliarini | Posted 02.17.2014 | Money
Robert Pagliarini

If you play Powerball or Mega Millions in an office lottery pool, you should be forewarned. If you are lucky enough to win, you may be unlucky in litigation. Many office lottery pools are not structured correctly.

Why Some Lottery Winners Curse Their Big Win

Robert Pagliarini | Posted 01.23.2014 | Business
Robert Pagliarini

One of the best ways to feel in control of the money rather than be controlled by the money is to get very clear on how much you have, where it is, how much income it will produce, and to develop a strategy for responding to loan requests from friends and family.

6 Tips to Cut Your Income Taxes After a Windfall

Robert Pagliarini | Posted 11.05.2013 | Business
Robert Pagliarini

The money you get when coming into sudden wealth, whether through a lawsuit settlement, business sale, entertainment or sports contract, or stock options, can disappear in a hurry if you don't manage federal and state income taxes correctly.

Lottery Winner? 6 Things to Do Before You Claim the Prize

Robert Pagliarini | Posted 07.28.2013 | Business
Robert Pagliarini

Winning the lottery is a unique sudden wealth event that requires several immediate decisions. Here are six things you should do before you claim your lottery prize.

How to Spend Your Inheritance

Robert Pagliarini | Posted 06.25.2013 | Business
Robert Pagliarini

Inherited money has its own unique challenges unlike other forms of sudden wealth. As a financial planner who specializes in inheritance planning and working with clients who come into money suddenly, I have seen what works well.

Why We Blow Our Tax Refunds

Robert Pagliarini | Posted 06.04.2013 | Business
Robert Pagliarini

Each year about half the country gets to experience a "sudden wealth" event in the form of a tax refund. While not necessarily a financial windfall for most, this annual occurrence can create some awfully strange and counterproductive behavior.

An Investment That Beats the Dow Jones Every Time

Robert Pagliarini | Posted 05.14.2013 | Business
Robert Pagliarini

Focus on improving your skills, getting additional designations, and becoming more valuable. What skills can you learn that will make you more valuable? What's that one thing that you really need to get to the next level? Is it an MBA? Is it your insurance license? Is it a designation? Maybe it's not such a clear goal.

Seek a Balance Between Consuming and Creating

Robert Pagliarini | Posted 03.30.2013 | Business
Robert Pagliarini

That bloated sensation you feel isn't just from the excess eggnog and stuffing you ate over the holidays. It's far worse. It's actually the end, not the beginning, of each January that's the most important time of the year.

Why Most New Year's Resolutions Are Guaranteed to Fail

Robert Pagliarini | Posted 03.06.2013 | Healthy Living
Robert Pagliarini

We expect to succeed. We have no contingency plan when we fail. When we inevitably come up short -- the stats are bleak when it comes to sticking with New Year's resolutions -- we have nothing to do but revert to our old behavior.

5 Phrases That Will Get You Fired!

Robert Pagliarini | Posted 09.22.2012 | Business
Robert Pagliarini

In an economy where employers need to be creative and do more with less, employees who use these phrases will be replaced with those who have a better attitude and can get the job done.

10 Ways To Become More Resilient

Robert Pagliarini | Posted 12.13.2011 | Healthy Living
Robert Pagliarini

Instead of trying to bob and weave what life throws at us, I'd rather have the comfort of knowing that I can take life's best shot and be able to get back up and move forward.

How to Facebook Efficiently: 5 Tips You Need to Know

Robert Pagliarini | Posted 06.16.2011 | Technology
Robert Pagliarini

When I first started using Facebook several years ago, it was a joy to connect with old friends. I quickly realized I was investing far too much time into it. Facebook became a job.

The Danger of Setting Big Goals

Robert Pagliarini | Posted 11.17.2011 | Healthy Living
Robert Pagliarini

Making your goals big and bold, they say, will help you persist in the face of obstacles. But many times, this thinking doesn't cut it.

Is Social Networking Bad for You?

Robert Pagliarini | Posted 05.25.2011 | Technology
Robert Pagliarini

Using social networking websites can build your human capital, but social networking also has a dark side that can stifle creativity and foster narrow-mindedness if you're not careful.

Laid Off? Boost Your Network and Increase Your Human Capital

Robert Pagliarini | Posted 05.25.2011 | Impact
Robert Pagliarini

Here's what you can do to boost your human capital, increase your network, improve your outlook, and do some good should you become unemployed.

The Secret to Success for Artists and Creatives

Robert Pagliarini | Posted 05.25.2011 | Entertainment
Robert Pagliarini

So you want to be an author, an actor, or maybe even a rock star? It doesn't much matter what you want to do, just that you do it. Whatever your art, your only goal should be to create.

The Best Route to a Rich Retirement

Eric Schurenberg | Posted 05.25.2011 | Business
Eric Schurenberg

The best way to retire with a lot of money is to make a lot of money while you're working. While that seems obvious, it does change the usual retirement discussion significantly.