2019 Year-End Tax Reminders – December 31st Is Just Around the Corner!
Written by: Marilee Falco, CFP®, ChFC The holidays are almost here and everyone is busy. Nonetheless, it is important to take some time to make sure your year-end tax items are complete. There is no extension for December 31st! The following items must be completed...
read moreGlobal Involvement: Kenya Art Experience
Written by: Nigel Williams It was nearly a month ago that I began the 24 hour trek to Nairobi, Kenya with a group of fellow sound engineers, musicians, songwriters, and visual artists. None of us had made such a trip, but we were very eager and excited to learn and...
read moreThe 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...
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