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...
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...
