Pay Yourself First – Still True Today
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...
read moreFinancial Planning for the Single Person
Source: www.thebalance.com Written By: Elissa Wurf PhD, CPA, EA Nearly half of Americans over the age of 15 (49.9%) are currently single, according to data from the 2018 Census on America’s Families and Living Arrangements. When you add in the 1.5% of people who are...
read moreCredit Ratings Explained
Written By: Conor Clark, CFA CREDIT RATINGS VS. CREDIT SCORES Most readers are likely familiar with credit scores. Based on a person’s history of borrowing and making timely repayments (or not), a credit score is a measure of an individual’s credit worthiness....
read moreHabits of a 401k Millionaire
Written By: Dan Honsberger I recently gave a presentation delineating the habits that need to be established so that more 401k contributors can become millionaires. Since I know that this information would be beneficial to many savers and investors, I want to share...
read moreTeaching Money Management to My Kids
Written By: Jen Pieson One of my favorite financial planning topics is “Money and Kids.” I’ve worked on the Agili team for 16 years and I have three children. My background in personal finance combined with the satisfaction I feel when our family budget is running...
read moreEffective Communication in the Workplace
Written By: Van Nguyen Any manager who has ever had to lead a group of coworkers has asked themselves, “How do I effectively communicate our goals and expectations?” Everyone on a business team has a different learning style and attention span. In researching...
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