by Cindy Joyce | Jun 6, 2019 | Estate Planning, Goals, Investing
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...
by Cindy Joyce | May 23, 2019 | Goals, Retirement Planning
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...
by Cindy Joyce | Apr 17, 2019 | Goals
Written By: Peter Byrd Maybe you’ve had that steadfast vision of shifting gears in the front seat of a new two-door sports car. Or perhaps, you yearn to have your toes in the sand, umbrella drink in your hand on a tropical island. Whether you are trying to save for...
by Cindy Joyce | Jan 30, 2019 | Goals
Written by: Marilee Falco, CFP®, ChFC The dictionary’s definition of financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. If you are one of our...
by Agili Blog | Apr 3, 2018 | Goals
Written by: Elissa Wurf “We are what we repeatedly do. Excellence is not an act, but a habit.” Will Durant, summarizing a key idea from Aristotle’s Nicomachean Ethics This final post in our blog series on goals will address creating new habits, the way you...
by Agili Blog | Feb 28, 2018 | Agili Personal CFOs, Goals
Written by: Adrienne Martin We are very grateful to those who participated in our annual client survey at the end of 2017 and wanted to take a moment to update you on the findings. As always, we will use the insights gained through the survey to guide our initiatives...
