by Cindy Joyce | Jul 2, 2019 | Agili Personal CFOs, Education Planning, Estate Planning, Investing, Retirement Planning, Taxes
Written By: Davis Barry and Dan Honsberger While planning for retirement is an important consideration for everyone, there are many triggers that can lead one to seek financial advice. For many Gen X’ers and Millenials, simply getting finances organized and putting a...
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 | 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 11, 2019 | Retirement Planning, Taxes
Written by: Carrie Fellon CFP®, CRPS As tax filing season winds down, let’s take a look at a tax credit that can help you plan during the year ahead. Those just starting out in the workforce or those approaching retirement may want to take a closer look at the...
by Cindy Joyce | Dec 28, 2018 | Investing, Retirement Planning, Smart Spending, Tools
Written By: Jen Pieson In the past few years we’ve seen a significant increase in the number of Health Savings Accounts offered to our clients. HSAs used to be fairly unusual, but now they are popping up left and right at benefits enrollment time. Are HSAs a good...
by Agili Blog | Jan 4, 2018 | Retirement Planning
Written By: Davis Barry The recent changes in tax law, applicable for 2018, have a lot of taxpayers trying to decipher what it means for them. For most, not a lot has actually changed. There are still seven marginal tax brackets for individuals/married couples;...
