The Bugaboo of Tax Planning: Withholding vs. Estimated Payments
Written by: Elissa Wurf, PhD, CPA, EA Today I made my weekly trip to the grocery store. When I returned home and put my groceries away, I noticed that my receipt came with a warning: the broccoli florets I purchased had a recall for Listeria contamination, and I was...
read moreImprov, Ambassadors Training and the Agili Company Retreat
Written by: Adrienne Martin Suffice it to say that one can learn a lot about one’s coworkers during an “improv” workshop at an annual company retreat. For starters, we learned that on her first date with her now husband, Marilee Falco was held up at gunpoint! An...
read moreGet up to Speed on Road Rules, and Steer toward Savings
Written by: Carrie Fellon, CFP®, CRPS As a CERTIFIED FINANCIAL PLANNER™ professional, I continually seek ways to save money. Three years ago, an ad in my local AAA magazine claiming potential savings on my auto insurance premium caught my eye. Reading further, I...
read moreMaking the Most of the Benefits You Already Have
Written By: Jen Pieson Agili customizes individual financial plans for each of our clients; it's one of the ways we aim to be our clients' Personal CFO. The beginning of a client relationship usually involves a flurry of activity wherein we coordinate the opening of...
read moreGetting to Know: JT Beck
Name: JT Beck Your position at Agili: Portfolio/Investment Administrator Educational background: University of South Carolina; St. Christopher's School Describe your family: I'm one of three sons...all of whom have great senses of humor, but can be serious when...
read moreMultifactor Authentication: Protecting You from Cybercrime
Written by: Van Nguyen, FPQP™ If you do online banking, pay bills online, or log into your investments accounts online, you have undoubtedly encountered the joys of multi-factor authentication. In addition to the standard username and password, you are required to...
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