by Cindy Joyce | Sep 14, 2023 | Agili Team Members, Financial Planning
RIABiz.com recently published an article about Tom Bradley’s oversight of custodian TD Ameritrade’s conversion to Schwab. Agili President, Michael Joyce, was featured in the article and provided comments: “Right before the Labor Day weekend merger,...
by Cindy Joyce | Sep 8, 2023 | Estate Planning, Financial Planning
Agili President, Michael Joyce, recently sat down with Rachel DePompa of NBC12 to discuss financial considerations around wills and estates. Please see below for the video and online article recently shared in over 50 markets nationwide by InvestigateTV and NBC12 (in...
by Cindy Joyce | Aug 31, 2023 | Agili Team Members, Financial Planning
Peter Byrd, CFP®, a Financial Planning and Portfolio Analyst in our Richmond office, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification. About the CERTIFIED FINANCIAL PLANNER™ Certification Administered by the CFP Board, the CERTIFIED FINANCIAL...
by Cindy Joyce | Aug 25, 2023 | Financial Planning
Earlier this year, FinCEN, Financial Crimes Enforcement Network, a bureau of the U.S. Department of the Treasury, warned consumers about an increase in check fraud — even as fewer people use paper checks. In 2021, there were about 350,000 cases of check fraud...
by Cindy Joyce | Aug 3, 2023 | Financial Planning
Check New Credit Card Offers In a recent “Watching Your Wallet” segment from NBC 12, Agili President, Michael Joyce, sat down with Rachel DePompa to discuss credit card options. This story has been distributed nationally by NBC and Investigate TV. Michael said...
by Cindy Joyce | May 18, 2023 | Financial Planning
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....
