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, News
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, News
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....
by Cindy Joyce | May 18, 2023 | Financial Planning
Legislation Affecting You: Secure 2.0 Act At Agili, we like to update you, our clients and friends, about legislation that affects your finances. In this video Financial Strategist Dan Honsberger, CFP® and Financial Planning Analyst Cody Santmyer, CFP® introduce our...
by Cindy Joyce | May 2, 2023 | Doctors, Financial Planning, News
Michael Joyce is a regular contributor to Medical Economics. His most recent article, “What to Consider if Your Private Practice is an Acquisition Target,” is currently the top story on the publication’s website. Read the article! What Should Private...
