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 updated on 12/22/2020, after the House and Senate agreed to provisions in their Coronavirus Relief bill extending and modifying provisions that impact charitable cash donations.) Written by Elissa Wurf, PhD, CPA,...
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...
by Cindy Joyce | Nov 30, 2020 | Financial Planning, Goals, Smart Spending
Written by: Jennifer Pieson, FPQP™ December is a great time to begin saving for the holidays – next year’s holidays! I suggest keeping track of this year’s holiday spending to prepare next year’s budget. As many of our readers surely know by now, I love...
by Cindy Joyce | Oct 29, 2020 | Financial Planning
by Sarah Caine, CFP® As part of our Best Financial Advice video series, Financial Strategist, Sarah Caine, CFP®, reminds us that debit cards do not have the same protections as credit cards. At Agili, we strongly recommend that you only use your debit card at an ATM...
by Cindy Joyce | Oct 27, 2020 | Financial Planning, Retirement Planning
Written by: Elissa Wurf, PhD, CPA, EA At Agili, we strive to be there for you, our valued clients, at every phase of life. Of course, we help you create a financial plan and develop investment strategies throughout your career, but as you get closer to the age at...
