Organizing Tax Documents

Agili President, Michael Joyce, recently sat down with NBC12 Reporter, Rachel DePompa, and talked about organizing tax documents in this segment, Preparing for Tax Season.   Keep Your W-2, 1099s and Other Tax Documents in One Place To simplify tax preparation and...

Increase Retirement Account Contributions

Agili President, Michael Joyce, was interviewed in this segment by NBC12 Reporter, Rachel DePompa, Try to Increase Your 401k Contributions.   Getting a Raise? Be Sure to Increase Retirement Account Contributions Michael says that it’s a great time to...

Engage Your Work Team

Agili CFO, Cindy Joyce, wrote her final installment for Business 2 Community in a four-part series that explores  how to build a team to thrive in today’s marketplace, Building a Team: Keep Your Great Team Engaged. The first article provides hiring tips, the second...

Retirement Planning for Doctors

Marilee Falco, CFP®, ChFC and Michael Joyce, CFA, CFP® recently authored an article for Lehigh Valley Business about retirement planning for doctors, Perspective: Doctors’ Strategies Need to Evolve During Their Careers. They discuss how the traditional road to...

Building a Team: Employee Retention Tips

Employee retention is the topic Cindy Joyce discusses in a recent article for Business to Community. Retaining employees is critical for a business’s success – not only because it’s expensive to replace employees, but also because losing employees can be bad for...

Financial Advice When Starting Out

In this interview with NBC12, Michael Joyce shares his financial advice for those just starting out in the workforce.   Tip #1: Contribute Immediately to a 401(k) Michael reports that he told his older sons to contribute to their companies’ 401(k)s as soon as...