by Cindy Joyce | Feb 25, 2020 | 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...
by Cindy Joyce | Jul 2, 2019 | Agili Personal CFOs, Education Planning, Estate Planning, Investing, Retirement Planning, Taxes
Written By: Davis Barry and Dan Honsberger While planning for retirement is an important consideration for everyone, there are many triggers that can lead one to seek financial advice. For many Gen X’ers and Millenials, simply getting finances organized and putting a...
by Cindy Joyce | Jun 6, 2019 | Estate Planning, Goals, Investing
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...
by Agili Blog | Jun 29, 2017 | Estate Planning
Written By: Sarah Caine, RP I wrote a blog entry a few years ago called “Difficult Decisions” which focused on the importance of talking to your family about estate planning issues – both yours and theirs – before a crisis occurs. Around that time, I found a great...
by Agili Blog | Mar 31, 2017 | Estate Planning
Written By: Jen Pieson We talk about beneficiary designations a lot, but that’s because it’s so important. Verifying your beneficiary designations takes only a few minutes, and can avoid real problems down the line. What kinds of accounts have beneficiaries? Life...
by Agili Blog | Sep 30, 2015 | Estate Planning, News
Written By: Lisa Strohm Supreme Court Ruling On June 26th of this year, in Obergefell v. Hodges, the Supreme Court historically ruled that the Constitution guarantees the right to same-sex marriage. This important ruling translates into significant financial, estate...
