by Cindy Joyce | Oct 15, 2020 | Financial Planning, Retirement Planning
Written by: Sarah Caine ‘Tis the season for Medicare open enrollment! We, at Agili, encourage everyone with a Medicare drug plan to review their plan annually. It’s important to remember that the drug plans change every year, and the plan that was best for you when...
by Cindy Joyce | Oct 13, 2020 | Agili Personal CFOs, Agili Team Members, Financial Planning
At Agili, we like to offer financial advice and investment insights to clients and friends of the firm in many forms – in blog posts, news articles, our newsletter, social media and even via video. Recently, we developed our Agili’s Best Financial Advice video,...
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 | Jun 25, 2020 | Financial Planning, Retirement Planning, Taxes
Written by: Elissa Wurf, PhD, CPA, EA The IRS has been issuing guidance this year in the form of notices, clarifying tax changes introduced in the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) that was passed by Congress in March. The latest IRS...
by Cindy Joyce | Jun 18, 2020 | Financial Planning, Goals, Retirement Planning, Smart Spending
Written by: Jennifer Pieson, FPQP™ Budgeting is a lot like dieting; people groan when you bring up the topic (just kidding – kind of). To be effective, both budgets and diets take discipline, a long-term outlook, and, possibly, a bit of a lifestyle change. Both...
by Cindy Joyce | May 1, 2020 | Financial Planning, Retirement Planning
Written by: Grant Wilburn Coming out of college, every new grad is excited to get into their chosen field and start earning money. For many, this initial excitement is quickly accompanied by a new thought: “When can I retire?” While not everyone has the same...
