by Cindy Joyce | Jan 7, 2022 | Commentary, Financial Planning, Investing
Click here to watch our latest video, Agili Market Insights: First Quarter 2022 Views. A full transcript of the video featuring Michael Joyce is below in italics. __________________________ Video Transcript Hi, this is Michael Joyce from Agili, Your...
by Cindy Joyce | Dec 2, 2021 | Financial Planning, Taxes
Written by: Elissa Wurf, PhD, CFP, CPA Some financial advisory firms offer tax preparation services, but at Agili, we focus exclusively on tax planning. At Agili, when we make investments for clients that have atypical tax treatment, we like to review their tax...
by Cindy Joyce | Oct 19, 2021 | Estate Planning, Financial Planning
Written by Carrie L. Fellon, CFP®, CRPS Dealing with the grief and loss of a spouse or significant other can, on its own, feel overwhelming. The legal and administrative tasks associated with the deceased person’s estate can increase the stress that one may...
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...
