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 | Nov 10, 2022 | Retirement Planning
We are happy to share Agili’s latest video, Retirement Savings Tips, with recommendations for getting the most out of your 401(k) plan. A full transcript of the video, featuring Dan Honsberger, CFP®, is below in italics. Transcript: Hey Everybody!...
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...
