by Cindy Joyce | Jul 29, 2020 | Estate Planning, Financial Planning, Retirement Planning
Written by: Davis Barry The SECURE Act of 2019 resulted in many well-documented changes to retirement planning, but often overlooked is its impact on estate planning. Some have referred to one of the biggest enacted changes as “The Death of the Stretch IRA”! But...
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?...
