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...
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...
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...
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...
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...
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...
