by Cindy Joyce | Jun 20, 2019 | Goals, Retirement Planning, Smart Spending, Uncategorized
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 | May 23, 2019 | Goals, Retirement Planning, Uncategorized
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 | 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...
by Agili Blog | Apr 3, 2018 | Goals
Written by: Elissa Wurf “We are what we repeatedly do. Excellence is not an act, but a habit.” Will Durant, summarizing a key idea from Aristotle’s Nicomachean Ethics This final post in our blog series on goals will address creating new habits, the way you...
by Agili Blog | Feb 28, 2018 | Agili Personal CFOs, Goals
Written by: Adrienne Martin We are very grateful to those who participated in our annual client survey at the end of 2017 and wanted to take a moment to update you on the findings. As always, we will use the insights gained through the survey to guide our initiatives...
by Agili Blog | Feb 2, 2018 | Goals
Written By: Elissa Wurf February 2018 offers a unique opportunity. Sometime this month, for most companies, the new withholding tables will come into effect for the calculation of federal income tax withheld from paychecks. According to these tables, which were...
