Annual Client Survey Results for 2017

by | 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...

Have Your Cake and Eat it Too with the New Tax Law

by | Feb 2, 2018 | Goals

Written By: Elissa Wurf February 2018 offers a unique opportunity. Sometime this month, for most companies, the new withholding tables will come into effect for the calculation of federal income tax withheld from paychecks. According to these tables, which were...

Tactics for Accomplishing Goals

by | Jan 24, 2018 | Goals

Written By: Elissa Wurf “A goal without a plan is just a wish.” -Antoine de Saint-Exupery We wrote in a previous post about the characteristics of a good goal and the benefits of setting goals that put you on track to achieve them.  In this post, we’ll...

Setting Goals

by | Jan 5, 2018 | Goals

Written by:  Elissa Wurf With the beginning of a new year generally come resolutions – and lots of them.  Statistics suggest that most resolutions are abandoned within a very short time, some within the first week of January.  And in some cases, that’s probably fine. ...

Helping Kids Learn to Budget

by | Jun 30, 2016 | Education Planning, Goals

Written By: Jen Pieson A few days ago Humans of New York’s Brandon Stanton interviewed a young boy who talked about his family’s allowance system. This post attracted a lot of attention; many people responded positively to the way the parents were...

JPP Annual Client Survey

by | Jan 7, 2016 | Commentary, Goals

Written By: Cindy Joyce  At JoycePayne Partners, you, our clients, are our number one priority. It is a JPP core value to delight our clients on a daily basis. Annually, we measure your level of delight with us by surveying you. Thank you to all who participated in...