by Cindy Joyce | May 13, 2022 | Doctors, Financial Planning
At Agili, we enjoy creating quizzes to test the financial planning knowledge of our clients and friends. Our latest quiz is Young Doctors: Is Your Financial Future Healthy? CLICK HERE TO TAKE OUR QUIZ Young Doctors May Be Behind on Retirement Savings Because...
by Cindy Joyce | Apr 22, 2022 | Commentary, Financial Planning, Investing
Click here to watch Agili’s latest video, Agili Market Insights: Second Quarter 2022 Views. A full transcript of the video, featuring Michael Joyce, is below in italics Watch the video here. Video Transcript Hi. This is Michael Joyce, from Agili, Your...
by Cindy Joyce | Apr 13, 2022 | Financial Planning, In the News
Agili President, Michael Joyce, recently sat down with NBC12 Reporter, Rachel DePompa. In this story, It’s Time to Review Your Insurance, Michael says it’s a good idea to ask your insurance company for a re-rate. Lower Expenses with a Re-Rate If you are...
by Cindy Joyce | Apr 6, 2022 | Doctors, Financial Planning, Retirement Planning
In Agili’s latest video, Top Retirement Tips for Doctors, Principal and Financial Strategist, Marilee Falco, shares important financial planning recommendations for doctors. The complete video transcript is below in italics. ______________________ ...
by Cindy Joyce | Mar 22, 2022 | Financial Planning, Taxes
Take our tax quiz here! Tax Planning with Agili At Agili, tax planning is an important service we provide to our clients. Tax planning is not tax preparation (or preparing tax returns). What do we mean by tax planning? We mean that when we make investment...
by Cindy Joyce | Feb 1, 2022 | Doctors, Financial Planning, Retirement Planning
In Agili’s latest video, Retirement Tips for Young Doctors, Principal and Financial Strategist, Jamie Malone, shares important financial planning recommendations for doctors early in their career. The complete video transcript is below in italics....
