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Cody Santmyer Earns CFP® Designation

by Cindy Joyce | Feb 14, 2023 | Agili Team Members, Financial Planning

  Congratulations Are in Order! Agili’s Cody Santmyer, CFP® has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. A Financial Planning Analyst in the firm’s Richmond office, Cody becomes Agili’s eighth team member with the coveted and highly...

New Doctors – Are You on the Right Financial Path?

by Cindy Joyce | Feb 8, 2023 | Financial Planning, Retirement Planning

  At Agili, we work with many new doctors, acting as their Personal CFO and simplifying their financial lives. Financial Strategist and Principal, Marilee Falco, CFP®, ChFC, and Financial Strategist, Sarah Caine, CFP®, developed financial planning tips for new...

How will you use increased Social Security benefits? (Quiz)

by Cindy Joyce | Feb 1, 2023 | Financial Planning, Retirement Planning

Agili’s Latest Retirement Planning Quiz At Agili, we enjoy creating quizzes to test the retirement planning know-how of our clients and friends. Our latest quiz is: How will you use increased Social Security benefits?    For more information about recent...

Important 2023 Financial Planning Considerations

by Cindy Joyce | Dec 16, 2022 | Financial Planning, Retirement Planning

Agili Financial Strategist, Sarah Caine, CFP®, recently wrote an article delineating important financial planning considerations for 2023. Readers with subscriptions to Lehigh Valley Business have access to the article here. The complete article is below in...

Will You Be a 401(k) Millionaire? (Quiz)

by Cindy Joyce | Oct 27, 2022 | Financial Planning, Retirement Planning

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?    Below Are Additional Financial Quizzes from...

Long-Term Employees: Retirement Considerations

by Cindy Joyce | Sep 21, 2022 | Financial Planning, Retirement Planning

Agili Principal and Financial Strategist, Marilee Falco, CFP®, ChFC, recently shared a comprehensive list of financial scenarios that long-term employees should consider prior to retiring. Readers with subscriptions to Lehigh Valley Business have access to the article...
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Recent Posts

  • Agili’s Annual Client Survey: What We Heard from You
  • Michael Joyce Named One of America’s Top 1200 Financial Advisors – Again!
  • Agili Celebrates 30th Anniversary!
  • Cody Santmyer Earns CFP® Designation
  • New Doctors – Are You on the Right Financial Path?

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