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2019 Year-End Tax Reminders – December 31st Is Just Around the Corner!

by Cindy Joyce | Dec 3, 2019 | Financial Planning, Taxes

Written by:  Marilee Falco, CFP®, ChFC The holidays are almost here and everyone is busy.  Nonetheless, it is important to take some time to make sure your year-end tax items are complete. There is no extension for December 31st! The following items must be completed...

Financial Planning and the Proverbial Beer Truck

by Cindy Joyce | Jul 16, 2019 | Financial Planning

Written by:  Grant Wilburn   Many of our clients and all of my coworkers here at Agili have something in common: we live in constant fear of beer trucks.     As I’m sure some of those reading can attest, the length of time someone has been a client and the probability...

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