Financial Planning and the Proverbial Beer Truck
Written by: Grant Wilburn Many of our clients and all of my coworkers here at Agili have something in common: we live in constant fear of beer trucks. As I’m sure some of those reading can attest, the length of time someone has been a client and the probability...
read moreIt’s Never Too Early to Hire a Financial Advisor
Written By: Davis Barry and Dan Honsberger While planning for retirement is an important consideration for everyone, there are many triggers that can lead one to seek financial advice. For many Gen X’ers and Millenials, simply getting finances organized and putting a...
read morePay Yourself First – Still True Today
Written By: Davis Barry It all starts with savings. Whether you are working part-time in college, starting your first full-time job, just got that big promotion or are making $1 million a year, you need to have a savings goal. For those who are not already financially...
read moreFinancial Planning for the Single Person
Source: www.thebalance.com Written By: Elissa Wurf PhD, CPA, EA Nearly half of Americans over the age of 15 (49.9%) are currently single, according to data from the 2018 Census on America’s Families and Living Arrangements. When you add in the 1.5% of people who are...
read moreCredit Ratings Explained
Written By: Conor Clark, CFA CREDIT RATINGS VS. CREDIT SCORES Most readers are likely familiar with credit scores. Based on a person’s history of borrowing and making timely repayments (or not), a credit score is a measure of an individual’s credit worthiness....
read moreHabits of a 401k Millionaire
Written By: Dan Honsberger I recently gave a presentation delineating the habits that need to be established so that more 401k contributors can become millionaires. Since I know that this information would be beneficial to many savers and investors, I want to share...
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