Is It Possible to Pay Off Student Debt and Save for Retirement Simultaneously?
Save for Retirement While Paying Off Student Loans In a conversation with Rachel DePompa of NBC12, Michael Joyce reminds us that it’s important to save for retirement while paying off student loans. No matter how hard it is, it’s important to not ignore one at the...
Setting Yourself and Your Kids Up for College Success through 529 Savings
Written by: Jamie Malone, CPA, CFP® Since National 529 Day, a day intended to boost interest in 529 college savings plans, is tomorrow, Saturday, May 29th, we thought now would be the perfect time to talk about how you can set yourself and your kids up for college...
RIA vs. Broker-Dealer: Comparing Registered Investment Advisors to Brokers
Written by: Adrienne Martin We have written about the difference between working with a fee-only Registered Investment Advisor (RIA) and working with other types of financial advisors in the past -- and we are writing about this distinction again -- because we think...
Investing Hot Topics: GameStop, Bitcoin and Tesla
Agili's latest video, Investing Hot Topics: GameStop, Bitcoin and Tesla, featuring Michael Joyce, is certainly on-trend in the investment management world these days. Everyone seems to be talking about these companies! Watch the video here. If you'd prefer to read...
Agili Market Insights: Second Quarter 2021 Views (Video and Transcript)
Click here to watch our latest video, Agili Market Insights: Second Quarter 2021 Views. A full transcript of the video featuring Michael Joyce is below in italics: _____________________________________________ (Transcript) Hi. This is Michael Joyce, your Personal CFO...
Recent Tax Legislation: American Rescue Plan Act of 2021
Written by: Elissa Wurf, PhD, CPA, EA On March 11, 2021, the American Rescue Plan Act of 2021 was signed into law by President Biden. We thought it would be helpful to summarize the Act for clients and friends of the firm. This overview focuses only on elements of...
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