by Cindy Joyce | Jun 3, 2021 | Financial Planning, In the News
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...
by Cindy Joyce | May 28, 2021 | Education Planning, Financial Planning
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...
by Cindy Joyce | Apr 14, 2021 | Financial Planning, Taxes
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...
by Cindy Joyce | Mar 3, 2021 | Agili Personal CFOs, Financial Planning, Goals, Retirement Planning
Written by: Grant Wilburn In an economic environment with relatively stagnant wages and rising costs across the board, financial management on both the individual and professional level is becoming more important every day. Young adults in particular face costs that...
by Cindy Joyce | Feb 23, 2021 | Agili Personal CFOs, Doctors, Financial Planning, Retirement Planning
Written by: Davis Barry Doctors graduate from medical school with significant earning potential, but to maximize wealth-building, there are certain financial steps they would be wise to take. Of course, one of the financial issues many doctors need to address...
by Cindy Joyce | Feb 5, 2021 | Financial Planning, Investing, Retirement Planning
In 2021, many have recommitted to improving our personal finances. One of the best ways to make progress is to go back to the basics, revisiting three important components of personal financial planning — debt reduction, savings and retirement planning, and...
