CDD on CBS Tampa

May 27th, 2020

James Di Virgilio gives some tips on how to manage your student loans, including how long it should take you to pay […]

CBS- How Millennials Can Grow Their Wealth

June 20th, 2019

James Di Virgilio discusses how much to save and invest for Retirement, how much you should borrow in student loans and how […]

ABC- How to Invest for Retirement if you Haven’t Started Yet

June 10th, 2019

James Di Virgilio visits with ABC to discuss how to start investing for retirement, regardless of your age, when your retirement balance […]

CBS Interview- Boomers and Retirement

May 14th, 2019

Half of the Baby Boomers don’t have anything saved for retirement. CBS Orlando invited James Di Virgilio on to discuss what boomers […]

CDD on NBC- How to select a financial advisor, whether you should choose an IRA or ROTH, and if buying or renting a home is best.

April 8th, 2019

What look for in a financial advisor? Fiduciary plus CFA, CIMA, and CFP. Why you should probably choose an IRA over a […]

A Retirement Spending Parable

July 30th, 2015

Three 60 year old retirees, each with $4 million, and each wanting to spend 4% of their portfolio, or $160k a year, […]

How to Have a Financially Prosperous 2015

January 6th, 2015

1.) Save at least 10% of your gross income in retirement accounts. If you are retired, spend no more than 4% of […]

When Should You Start Taking Social Security?

August 5th, 2014

One of the first questions many people ask us is, when should I start taking my Social Security Benefits?  In general, if […]

Are your Beneficiary Designations Current?

January 26th, 2012

Keeping your beneficiaries up to date on your IRAs, 401ks, Insurance Plans, etc., sounds simple, but it’s often the most over looked […]

6 Retirement Plan Options for Small Businesses

October 5th, 2011

The following article was published in the October 2011 edition of Business Report. (page 23)