by Cindy Joyce | Oct 7, 2022 | Education Planning
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...
by Cindy Joyce | May 28, 2021 | Education Planning, Financial Planning
Written by: Jamie Malone, CPA, CFP® Since National 529 Day, a day intended to boost interest in 529 college savings plans, is tomorrow, Saturday, May 29th, we thought now would be the perfect time to talk about how you can set yourself and your kids up for college...
by Cindy Joyce | Jul 2, 2019 | Agili Personal CFOs, Education Planning, Estate Planning, Investing, Retirement Planning, Taxes
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...
by Agili Blog | Jan 4, 2018 | Education Planning
Written By: Dan Honsberger One of the implications of the Tax Cuts and Jobs Act of 2017 is the additional uses of distributions from 529 plans, tax-free and penalty-free. Beginning January 1, 2018, distributions are allowed to be used to pay for tuition to elementary...
by Agili Blog | Sep 27, 2017 | Education Planning
Written by: William Omberg, 2017 Summer Intern As a rising college freshman, I have my work cut out for me in dealing with my personal finances over the next decade. Even excluding the effort that is paying for college (read a thorough explanation here), the...
by Agili Blog | Jun 28, 2017 | Education Planning, Money and Kids
Planning for college can be overwhelming, but it is never too early to start saving. There are a variety of investment vehicles available so you can find one that will best fit your family’s needs. The most common plan is the 529 Plan, of which there are two types –...
