by Cindy Joyce | Dec 28, 2018 | Investing, Retirement Planning, Smart Spending, Tools
Written By: Jen Pieson In the past few years we’ve seen a significant increase in the number of Health Savings Accounts offered to our clients. HSAs used to be fairly unusual, but now they are popping up left and right at benefits enrollment time. Are HSAs a good...
by Cindy Joyce | Dec 18, 2018 | Investing
Written by: Michael Joyce, CFA, CFP® You may have noticed news over the past couple of weeks that all major stock market indices have neared “correction” territory (that is, they are down 10% or more from their recent peak). Recent news also reported that...
by Agili Blog | Sep 29, 2016 | Investing
Written By: Marilee Falco and Adrienne Martin It is that time of year again! Open enrollment season is upon us – that is, the limited period each year when employees are able to make changes to the benefits they receive from their employer. Your JPP financial...
by Agili Blog | Sep 16, 2016 | Investing
Written by: Davis Barry Answering the question, “If I am not currently employed can I contribute to a Roth IRA?” Yes, there are a few instances where you may contribute to a Roth IRA even when you are not currently employed. Those include: You have...
by Agili Blog | Dec 11, 2015 | Investing, News
It’s that time of year again – time for holiday shopping, family gatherings, festive cheer and resolution-making! While tax planning may not be on the top of your holiday to-do list, consider a few simple year-end tax-saving strategies and ensure you’ve complied...
by Agili Blog | Mar 25, 2015 | Commentary, Investing
Written by: Keaghan Ritchie, Intern The internet is full of useful tools and information that can help a person do anything from tying a bowtie, to starting a business, or even publishing a novel. So when it comes to personal finance, the internet sensibly has...
