Credit Card Smarts – Micropayments

Written By: Jen Pieson Paying your credit card balance off in full every month is a great way to keep your credit score healthy. However, did you know that the timing and amount of these payments can materially affect your score? Your credit score is made up of many...

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Getting to Know: Grant Wilburn

Name: Grant Wilburn Your position at Agili:  Financial Planning Analyst Educational background:  BS in Applied Economic Management from Virginia Tech, with a minor in Entrepreneurship - New Venture Growth.  I also completed the CERTIFIED FINANCIAL PLANNER™...

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Creating New Habits

Written by:  Elissa Wurf “We are what we repeatedly do.  Excellence is not an act, but a habit.”   Will Durant, summarizing a key idea from Aristotle's Nicomachean Ethics This final post in our blog series on goals will address creating new habits, the way you can...

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(Financial) Planning for Vacation

Written By: Jen Pieson Spring has officially sprung (although it's been a bit difficult to tell, with all of the recent snow!) and before we know it, summer will be here. There are a lot of ways to be proactive about making sure your summer travel plans run smoothly....

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Annual Client Survey Results for 2017

Written by:  Adrienne Martin We are very grateful to those who participated in our annual client survey at the end of 2017 and wanted to take a moment to update you on the findings. As always, we will use the insights gained through the survey to guide our initiatives...

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