Our Blog
Secure 2.0 Act Blog Series: Changes to RMDs
Written by: Elissa Wurf, PhD, CFP®, CPA At Agili, we like to help you, our clients and friends, better understand how legislation affects your finances. You probably have heard about the legislation that was passed in December 2022, the Secure 2.0 Act....
Introducing Secure 2.0 Act Blog Series (Video and Transcript)
Legislation Affecting You: Secure 2.0 Act At Agili, we like to update you, our clients and friends, about legislation that affects your finances. In this video Financial Strategist Dan Honsberger, CFP® and Financial Planning Analyst Cody Santmyer, CFP® introduce our...
Protecting Yourself from Financial Predators
Written by: Amber Ott and Jen Pieson These days it seems there is no shortage of scam calls, phishing e-mails, and bad actors trying to steal what is yours. And they’ve managed to creep into every corner of our lives – our computers, our phones, our front...
What Doctors Should Consider if Their Private Practice is an Acquisition Target
Michael Joyce is a regular contributor to Medical Economics. His most recent article, “What to Consider if Your Private Practice is an Acquisition Target," is currently the top story on the publication’s website. [button...
Teaching Children About Money
Michael Joyce sat down recently with Rachel DePompa of NBC12 to discuss helping children learn about finances. The story, "Tips to Teach Children of All Ages About Money," has been distributed nationally through InvestigateTV. [button...
Agili Market Insights: Second Quarter 2023 Views
We invite you to watch our latest video, Agili Market Insights: Second Quarter 2023 Views. A full transcript of the video, featuring Michael Joyce, is below in italics. https://www.youtube.com/watch?v=foqZqF8NA44 Video Transcript: Hi. This is Michael...
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