by Cindy Joyce | Mar 3, 2021 | Agili Personal CFOs, Financial Planning, Goals, Retirement Planning
Written by: Grant Wilburn In an economic environment with relatively stagnant wages and rising costs across the board, financial management on both the individual and professional level is becoming more important every day. Young adults in particular face costs that...
by Cindy Joyce | Feb 23, 2021 | Agili Personal CFOs, Financial Planning, Retirement Planning
Written by: Davis Barry Doctors graduate from medical school with significant earning potential, but to maximize wealth-building, there are certain financial steps they would be wise to take. Of course, one of the financial issues many doctors need to address...
by Cindy Joyce | Feb 5, 2021 | Financial Planning, Investing, Retirement Planning
In 2021, many have recommitted to improving our personal finances. One of the best ways to make progress is to go back to the basics, revisiting three important components of personal financial planning — debt reduction, savings and retirement planning, and...
by Cindy Joyce | Jan 4, 2021 | Financial Planning, In the News
Divorce is tough on everyone, but it can also be tough on finances. In this story for NBC12, Michael Joyce says what he sees most often is people signing the divorce decree and then being surprised by the financial implications of the signed document. Consider...
by Cindy Joyce | Dec 22, 2020 | Financial Planning, Taxes
(This blog post, initially published on 12/18/2020, was last edited on 3/16/2021.) Written by Elissa Wurf, PhD, CPA, EA Did you know that taxpayers taking the standard deduction on their 2020 returns are able to take a new tax deduction of up to $300 per taxpayer for...
by Cindy Joyce | Dec 16, 2020 | Financial Planning, Retirement Planning
We are excited to share Agili’s newest video, Best Financial Advice: Why Budgets Matter, featuring Financial Strategist, Dan Honsberger, CFP® and Financial Planning Analyst, Peter Byrd. Even if you are an expert budgeter, this video has some great reminders to keep...
