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...
by Cindy Joyce | May 23, 2019 | Goals, Retirement Planning
Written By: Dan Honsberger I recently gave a presentation delineating the habits that need to be established so that more 401k contributors can become millionaires. Since I know that this information would be beneficial to many savers and investors, I want to share...
by Cindy Joyce | Apr 17, 2019 | Goals
Written By: Peter Byrd Maybe you’ve had that steadfast vision of shifting gears in the front seat of a new two-door sports car. Or perhaps, you yearn to have your toes in the sand, umbrella drink in your hand on a tropical island. Whether you are trying to save for...
by Cindy Joyce | Jan 30, 2019 | Goals
Written by: Marilee Falco, CFP®, ChFC The dictionary’s definition of financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. If you are one of our...
