July 30, 2015
A Retirement Spending Parable
Three 60 year old retirees, each with $4 million, and each wanting to spend 4%…
March 9, 2015
How bad are Wall Street forecasts? Really Bad.
This weekend, there was an article written in the USA today that discussed the extremely…
February 6, 2015
Chacon Diaz & Di Virgilio Honored by the University of Florida
Chacon Diaz & Di Virgilio honored by the University of Florida. We are thrilled to…
January 6, 2015
How to Have a Financially Prosperous 2015
1.) Save at least 10% of your gross income in retirement accounts. If you are…
October 8, 2014
The Most Important Question to Ask a Financial Advisor
While there are many good questions to ask a financial advisor or investment professional, one…
August 5, 2014
When Should You Start Taking Social Security?
One of the first questions many people ask us is, when should I start taking…
March 6, 2014
The Difference Between Luck and Skill
Not realizing the difference between luck and skill puts you on a road to ruin.…
May 15, 2013
How to Protect Your Assets
Far too often our initial consultations with clients reveal that they are lacking adequate asset…
February 15, 2013
Why Your Home Shouldn’t be Viewed as an Investment
This might surprise you, but when looking at averages, owning a home has never been…