by Cindy Joyce | Nov 30, 2020 | Financial Planning, Goals, Smart Spending
Written by: Jennifer Pieson, FPQP™ December is a great time to begin saving for the holidays – next year’s holidays! I suggest keeping track of this year’s holiday spending to prepare next year’s budget. As many of our readers surely know by now, I love...
by Cindy Joyce | Jun 18, 2020 | Financial Planning, Goals, Retirement Planning, Smart Spending
Written by: Jennifer Pieson, FPQP™ Budgeting is a lot like dieting; people groan when you bring up the topic (just kidding – kind of). To be effective, both budgets and diets take discipline, a long-term outlook, and, possibly, a bit of a lifestyle change. Both...
by Cindy Joyce | Oct 7, 2019 | Smart Spending
Written by: Carrie Fellon, CFP®, CRPS As a CERTIFIED FINANCIAL PLANNER™ professional, I continually seek ways to save money. Three years ago, an ad in my local AAA magazine claiming potential savings on my auto insurance premium caught my eye. Reading further, I...
by Cindy Joyce | Sep 30, 2019 | Smart Spending
Written By: Jen Pieson Agili customizes individual financial plans for each of our clients; it’s one of the ways we aim to be our clients’ Personal CFO. The beginning of a client relationship usually involves a flurry of activity wherein we coordinate the...
by Cindy Joyce | Jun 20, 2019 | Goals, Retirement Planning, Smart Spending
Written By: Davis Barry It all starts with savings. Whether you are working part-time in college, starting your first full-time job, just got that big promotion or are making $1 million a year, you need to have a savings goal. For those who are not already financially...
by Cindy Joyce | Jan 15, 2019 | Agili Personal CFOs, Smart Spending
Written by: Dan Honsberger I really get excited when people ask me if I know how to drive “stick” – it’s the set up for one of my favorite stories about life lessons. In 2008 my Honda had recently lost its muffler, and I decided to be rid of...
