Insurance Insights

Written by:  Grant Wilburn Insurance, like cars and phones, is something nearly everyone has, but relatively few understand. There are the basic types of insurance, like life and health, and the niche, like errors and omissions. Beyond determining what type of...

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Do You Need a Financial Advisor?

Written by:  Jamie Malone As a kid, I remember crawling underneath our vehicles and helping my dad change the oil, replace brakes, and do other auto repairs. Sure, I picked up a few things, but I decided years ago that I am happy to have a mechanic take care of our...

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The Agili Team

Written by: Nigel Williams   “You have to believe in your process. You have to believe in the things that you are doing to help the team win.” – Tom Brady   The beginning of February marks the end of another football season. Love him or hate him, Tom Brady has proven...

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Simplifying Social Security

Written by:  Sarah Caine When you think about retirement, Social Security is probably one of the first things that comes to mind. Social Security is complicated. The Social Security Handbook has nearly 3,000 rules governing its benefits, and very few people can be an...

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Financial Literacy

Written by:  Marilee Falco, CFP®, ChFC The dictionary’s definition of financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. If you are one of our...

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Adventures in Car Buying

Written by:  Dan Honsberger I really get excited when people ask me if I know how to drive "stick" - it's the set up for one of my favorite stories about life lessons. In 2008 my Honda had recently lost its muffler, and I decided to be rid of the vehicle.  I stepped...

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