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Spring Update

Financial Planning, News & Events, Personal / By Frank A. Virgallito, CFP

Happy Spring time to you! Spring offers a lot to look forward to and the month of April just happens to be National Financial Literacy month…something that resonates closely with my heart and financial planning practice. Ironically, one of the most prolific demons to work his way through the financial services industry, Bernie Madoff, died …

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Brighter Days Ahead; Plan Now

Investment, Life Insurance / By Frank A. Virgallito, CFP

Has your emotional outlook improved over the past month or so? Are you looking forward to what we perceive as ‘normal,’ and beginning to realize that life and activities around you have slowly begun to emerge from the depths of our pandemic lockdowns? I, for one, am very optimistic that a brighter future is in …

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When a Loss becomes a Positive

Financial Planning, Investment, Tax Planning / By Frank A. Virgallito, CFP

As 2020 has become one of the most memorable and life-changing years many of us have ever experienced, I want to take this opportunity to share that I am thankful for what I have. I am grateful for my family’s health, our opportunities for laughter, fun, and the ability to enjoy and thrive in what …

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Two sides to every story

Emotions, Events, Investment, News & Events / By Frank A. Virgallito, CFP

Do you recognize the picture above? Do you know where this location is, or have you been there? It’s known as “Land’s End” on the tip of Baja California in Cabo San Lucas, Mexico…and it is one of the most beautiful natural beaches in the world. As the author of www.cabos.com, Luis Ernesto de la …

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A few times a year we email newsletters or announcements to our clients and colleagues. The newsletter is penned by Frank and offers general financial advice that most people will find valuable. Announcements include company and community events that we feel may be of interest.

We promise to never share, sell, or otherwise expose your email address to anyone. We hate spam as much as the next person. That’s why we value your privacy and go to great lengths to ensure your contact information is kept securely. Please know that your email address will only be used for sending an email once, or maybe twice, per month.


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