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We’re Hiring! Financial Advisor in Bethlehem, PA Office
Agili is Hiring in the Lehigh Valley Agili is hiring! We’re recruiting a Financial Advisor to join our team of experts in our Bethlehem, PA, office. Interested candidates may send resumes/CV to Agili COO, Cindy Joyce, at careers@agilipersonalcfo.com. Please see the...
Agili Market Insights: Summer 2024
We invite you to watch our latest video, "Agili Market Insights: Summer 2024." A full transcript of the video, featuring Michael Joyce, is below in italics. https://www.youtube.com/watch?v=9iWWvXZhhkw Transcript Hi. This is Michael Joyce from Agili, Your...
Ask Us Anything: Does Agili Have to Follow Any Rules, Laws, or Regulations?
Which Government Entity Oversees Agili? As a Registered Investment Adviser (RIA), we are registered with the U.S. Securities and Exchange Commission (SEC) and are subject to an extensive set of rules and regulations. We act as a fiduciary and are required by the SEC...
SECURE 2.0 Act Blog Series: What Goes into Effect in 2024? (Part 1)
by Elissa Wurf, PhD, CFP®, CPA At Agili, we like to keep our clients and friends apprised of legislation that may affect them. Today, we’re writing the first of two blog posts about portions of The SECURE 2.0 Act that go into effect in 2024. As you may recall, The...
Michael Joyce Discusses Gen X Retirement Saving with Virginia Business
Agili President, Michael Joyce, was recently interviewed for a story in Virginia Business about Gen X retirement saving. According to the article: More than 60% of Gen Xers are not confident in their abilities to achieve a comfortable retirement. More than 8 in 10 are...
Ask Us Anything: When Should I Convert to a Roth IRA?
When Is It Prudent to Convert to a Roth IRA? It can make sense to convert to a Roth IRA if your tax bracket today is going to be lower than your tax bracket in the future. What we find is that there can be good opportunities in your early career (depending on your...
Getting to Know…Marian Martin
We want our clients and friends to learn more about our colleague, Marian Martin, so we asked her the questions below. As Assistant to the President, Office Manager, Marian supports Agili leadership in the areas of scheduling, billing, invoicing, and company events....
Protect Yourself Financially during a Divorce
In this story for NBC12 that has been distributed nationwide, Michael Joyce tells Rachel DePompa that it’s important to consider all financial aspects of a divorce before signing the divorce decree. [button...
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Richmond, VA 23230
74 West Broad Street
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Bethlehem, PA 18018