by Cindy Joyce | Jul 9, 2021 | Retirement Planning
Click here to watch our latest video, Best Financial Advice from Jennifer: Early Retirement Savings and Compound Interest. A full transcript of the video featuring Jennifer Pieson, FPQP™ is below in italics: ...
by Cindy Joyce | May 18, 2021 | Agili Personal CFOs, Investing, Retirement Planning
Written by: Adrienne Martin We have written about the difference between working with a fee-only Registered Investment Advisor (RIA) and working with other types of financial advisors in the past — and we are writing about this distinction again — because...
by Cindy Joyce | Mar 3, 2021 | Agili Personal CFOs, Financial Planning, Goals, Retirement Planning
Written by: Grant Wilburn In an economic environment with relatively stagnant wages and rising costs across the board, financial management on both the individual and professional level is becoming more important every day. Young adults in particular face costs that...
by Cindy Joyce | Feb 23, 2021 | Agili Personal CFOs, Doctors, Financial Planning, Retirement Planning
Written by: Davis Barry Doctors graduate from medical school with significant earning potential, but to maximize wealth-building, there are certain financial steps they would be wise to take. Of course, one of the financial issues many doctors need to address...
by Cindy Joyce | Feb 5, 2021 | Financial Planning, Investing, Retirement Planning
In 2021, many have recommitted to improving our personal finances. One of the best ways to make progress is to go back to the basics, revisiting three important components of personal financial planning — debt reduction, savings and retirement planning, and...
by Cindy Joyce | Dec 16, 2020 | Financial Planning, Retirement Planning
We are excited to share Agili’s newest video, Best Financial Advice: Why Budgets Matter, featuring Financial Strategist, Dan Honsberger, CFP® and Financial Planning Analyst, Peter Byrd. Even if you are an expert budgeter, this video has some great reminders to keep...