Elissa Wurf Earns CFP® Designation
We are happy to announce that Elissa Wurf, PhD, CFP®, CPA has earned the prestigious Certified Financial Planner™ designation. A Financial Planning Analyst in the firm’s Bethlehem office, Elissa becomes Agili’s eighth team member with the coveted and highly...
Tax Planning: What Parents Need to Know about Advance Child Tax Credit Payments
Written by: Elissa Wurf, PhD, CPA, EA Taxpayers with children started receiving advance payments of half of their child tax credit on July 15th as a result of the American Rescue Plan signed into law back in March. These expanded child tax credit provisions are in...
Best Financial Advice from Jennifer: Early Retirement Savings and Compound Interest (Video and Transcript)
Click here to watch our latest video, Best Financial Advice from Jennifer: Early Retirement Savings and Compound Interest. A full transcript of the video featuring Jennifer Pieson, FPQP™ is below in italics: ...
Agili Market Insights: Third Quarter 2021 Views (Video and Transcript)
Click here to watch our latest video, Agili Market Insights: Third Quarter 2021 Views. A full transcript of the video featuring Michael Joyce is below in italics: _____________________________________________ (Transcript) Hi. This is Michael Joyce with Agili, Your...
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...
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