When is the Right Time for Estate Planning?

Written by: Carrie L. Fellon, CFP®, CRPS Think an 18-year-old doesn’t need an estate plan? Think again. Once a child turns 18, his or her parents can no longer make medical and financial decisions for them.* Most young adults would likely want their parents to be able...

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How Does Agili Get Paid?

Written by: Amber Ott How Agili Makes Money… Agili is a fee-only firm.  This means our sole source of revenue is the fees we earn from our clients for managing their assets.  That makes us only accountable to our clients.  And we like working for you. We charge...

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Another Successful Client Survey!

Written by: Cindy Joyce   I would like to offer a sincere thank you to our clients who participated in the 2019 Client Survey.  The survey concluded in November and we received the summary right before the holiday season.  It is a true gift to see that our clients...

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Global Involvement: Kenya Art Experience

Written by:  Nigel Williams It was nearly a month ago that I began the 24 hour trek to Nairobi, Kenya with a group of fellow sound engineers, musicians, songwriters, and visual artists. None of us had made such a trip, but we were very eager and excited to learn and...

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