Agili Personal CFO
  • OUR SERVICES
    • Financial Planning
    • Investment Management
    • Concierge Financial Services
  • OUR FIRM
    • FAQs
    • RESOURCES
  • OUR TEAM
  • INSIGHTS
    • BLOG
    • IN THE NEWS
  • CONTACT US
    • START NOW
  • CLIENT LOGIN
Select Page

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...

Get the Most Out of 401(k) Plans (Video and Transcript)

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!...

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...
« Older Entries

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?

Categories

  • Agili Personal CFOs
  • Agili Team Members
  • Commentary
  • Community Involvement
  • Doctors
  • Education Planning
  • Estate Planning
  • Financial Planning
  • Goals
  • In the News
  • Investing
  • Money and Kids
  • News
  • Retirement Planning
  • Smart Spending
  • Social Security
  • Taxes
  • Tools
  • Uncategorized

Archives

  • Twitter
  • Linkedin
  • Youtube
© 2018 Agili. Design by yogg. | Terms of Use | Privacy Statement | SEC Disclosure