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 | 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 | 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 | Jan 7, 2020 | Agili Personal CFOs, Goals
Written By: Jen Pieson Happy New Year! We hope you have a healthy and prosperous 2020! The New Year serves as a milestone to reflect on what’s happened over the last twelve months and proactively plan for the future. Sometimes we’re proud of the things we’ve...
by Cindy Joyce | Jun 20, 2019 | Goals, Retirement Planning, Smart Spending
Written By: Davis Barry It all starts with savings. Whether you are working part-time in college, starting your first full-time job, just got that big promotion or are making $1 million a year, you need to have a savings goal. For those who are not already financially...
by Cindy Joyce | Jun 6, 2019 | Estate Planning, Goals, Investing
Source: www.thebalance.com Written By: Elissa Wurf PhD, CPA, EA Nearly half of Americans over the age of 15 (49.9%) are currently single, according to data from the 2018 Census on America’s Families and Living Arrangements. When you add in the 1.5% of people who are...
