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Understanding Today’s Financial Environment

Welcome, I’m Mickey Virgilio of Virgilio Financial Group. We are an independent financial planning firm serving clients in New Jersey, New York and Florida. We understand that individuals face unique challenges as they prepare for retirement and other life milestones. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college tuition, or wealth preservation, our personalized service focuses on your needs, wants, and financial goals. 

We can help you plan for your needs today and for many years to come. We look forward to working with you through all the stages of your life.

Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.