Financial Planning Before Divorce Is Finalized
Divorce is tough on everyone, but it can also be tough on finances. In this story for NBC12, Michael Joyce says what he sees most often is people signing the divorce decree and then being surprised by the financial implications of the signed document. Consider...
We LOVE to Hear from Our Clients!
Written by: Cindy Joyce We are truly humbled each year as we review the results of our client survey. We have concluded the 2020 survey and are letting the positive results sink in. While the times are certainly strange, it was nice for us to have something “normal”...
New Tax Deduction for Charitable Cash Donations
(This blog post, initially published on 12/18/2020, was updated on 12/22/2020, after the House and Senate agreed to provisions in their Coronavirus Relief bill extending and modifying provisions that impact charitable cash donations.) Written by Elissa Wurf, PhD, CPA,...
Best Financial Advice Video: Why Budgets Matter
We are excited to share Agili’s newest video, Best Financial Advice: Why Budgets Matter, featuring Financial Strategist, Dan Honsberger, CFP® and Financial Planning Analyst, Peter Byrd. Even if you are an expert budgeter, this video has some great reminders to keep...
Holiday Saving Guide: Track 2020 Spending to Plan for 2021
Written by: Jennifer Pieson, FPQP™ December is a great time to begin saving for the holidays – next year’s holidays! I suggest keeping track of this year's holiday spending to prepare next year's budget. As many of our readers surely know by now, I love budgeting. I...
Conor Clark’s Delicious Stuffing Recipe – Thanks to His Mom
Written by: Adrienne Martin Every November, Agili’s Richmond team gathers for a special Thanksgiving potluck lunch. Most years, we congregate around one big table, but this year we were, not surprisingly, socially distanced around four separate tables. Many team...
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