by Cindy Joyce | Apr 13, 2020 | Agili Personal CFOs, News, Tools
Written By: Amber Ott, Chief Compliance Officer There is no denying that the environment we’re all living in these days is far different than the one we were living in just weeks ago. With a significant portion of the global population staying home, we are all being...
by Cindy Joyce | Apr 8, 2020 | Agili Personal CFOs, Tools
Written by: Cindy Joyce and Amber Ott It has been widely reported that during the ongoing coronavirus crisis, cybercriminals are poised to take advantage of the vulnerable. We all must be careful, particularly when it comes to our personal data. In this uncertain...
by Cindy Joyce | Sep 16, 2019 | Tools
Written by: Van Nguyen, FPQP™ If you do online banking, pay bills online, or log into your investments accounts online, you have undoubtedly encountered the joys of multi-factor authentication. In addition to the standard username and password, you are required to...
by Cindy Joyce | Aug 7, 2019 | Tools
Written by: Helena Bates Over the past few years, Agili’s Client Services team has worked to improve our performance by adopting more efficient tools with greater security for clients. When I first started at Agili six years ago, nearly every process, such as sending...
by Cindy Joyce | Mar 14, 2019 | Tools
Written by: Grant Wilburn Insurance, like cars and phones, is something nearly everyone has, but relatively few understand. There are the basic types of insurance, like life and health, and the niche, like errors and omissions. Beyond determining what type of...
by Cindy Joyce | Dec 28, 2018 | Investing, Retirement Planning, Smart Spending, Tools
Written By: Jen Pieson In the past few years we’ve seen a significant increase in the number of Health Savings Accounts offered to our clients. HSAs used to be fairly unusual, but now they are popping up left and right at benefits enrollment time. Are HSAs a good...
