Our Blog
Get the Most Out of 401(k) Plans (Video and Transcript)
We are happy to share Agili's latest video, Retirement Savings Tips, with recommendations for getting the most out of your 401(k) plan. A full transcript of the video, featuring Dan Honsberger, CFP®, is below in italics. ...
Agili’s Annual Company Retreat – A Photo Blog Post
Each year, the entire Agili team gathers for our annual company retreat. This year, the Richmond group was lucky enough to be the guests of our generous Bethlehem hosts. We gathered for team connection and brainstorming. We discussed what "client delight" means to our...
Medicare Open Enrollment!
It’s that season again! No, we’re not talking about Halloween or Thanksgiving. At Agili, we’re talking about an important time of year – Medicare Open Enrollment season! Deadline to Make Medicare Plan Changes - December 7th Medicare participants have...
Will you be a 401(k) Millionaire? (Quiz)
Check Out Agili's Latest Retirement Planning Quiz At Agili, we often create quizzes to test the retirement planning knowledge of our clients and friends. Our latest quiz is: Will You Be a 401(k) Millionaire? [interact id="6323361f3dc9890016ce82c0" type="quiz"...
Agili Market Insights: Fourth Quarter Market Views (Video and Transcript)
We invite you to watch Agili's latest video, Market Insights: Fourth Quarter 2022 Views. A full transcript of the video, featuring Michael Joyce is below in italics Watch the video here. Video Transcript Hi. This is Michael Joyce with Agili, Your Personal CFO, and I’m...
College Education Planning: It’s Time to Enroll for Financial Aid
Agili President, Michael Joyce, recently discussed college education planning with NBC12 reporter, Rachel DePompa. FAFSA enrollment began on October 1st and we recommend applying for financial aid as early as possible. Michael says that while the FAFSA application...
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