Our Blog
Long-Term Employees: Retirement Considerations
Agili Principal and Financial Strategist, Marilee Falco, CFP®, ChFC, recently shared a comprehensive list of financial scenarios that long-term employees should consider prior to retiring. Readers with subscriptions to Lehigh Valley Business have access to the article...
Maximize 401(k) Savings
National 401(k) Day On National 401(k) Day, Agili Financial Strategist, Dan Honsberger, shares ways to maximize 401(k) savings with the Richmond Times Dispatch. Readers with subscriptions have access to the article. [button...
Impacts of the Inflation Reduction Act on Doctors
How will the Inflation Reduction Act (IRA) impact the lives and wallets of doctors and health system executives? Medical Economics asked Agili’s Michael Joyce for his insights. Michael discusses the financial planning and tax planning implications of the IRA on...
Update Your Paycheck Deductions
Agili President, Michael Joyce, told NBC12 reporter, Rachel DePompa, that consumers should review their paycheck deductions regularly. "Planning your deductions could put more money from each paycheck into your wallet, while also ensuring you do not owe taxes when you...
Can You Calculate Your Net Worth? (Quiz)
At Agili, we often create quizzes to test the financial planning knowledge of our clients and friends. Our latest quiz is: Can You Calculate Your Net Worth? Knowing Your Net Worth...
Agili Market Insights: Third Quarter 2022 Views (Video and Transcript)
We invite you to watch Agili's latest video, Market Insights:Third Quarter 2022 Views. A full transcript of the video, featuring Michael Joyce is below in italics Watch the video here. Video Transcript Hi. This is Michael Joyce from Agili, Your Personal CFO....
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