by Cindy Joyce | Sep 21, 2022 | Financial Planning, News, Retirement Planning
Agili Principal and Financial Strategist, Marilee Falco, CFP®, ChFC, recently shared a comprehensive list of financial scenarios that long-term employees should consider prior to retiring. Readers with subscriptions to Lehigh Valley Business have access to the article...
by Cindy Joyce | May 19, 2022 | Doctors, Financial Planning, Goals, In the News, Retirement Planning
Michael Joyce was recently interviewed by Richard Payerchin of Medical Economics. In this video, Michael asserts that doctors should save early and aggressively – and create a retirement savings plan. Please see the video transcript below in italics:...
by Cindy Joyce | May 17, 2022 | Financial Planning, Retirement Planning
We are happy to share Agili’s latest video, Cash Balance Plans for Business Owners. A full transcript of the video, featuring Michael Joyce, is below in italics. Video Transcript: Cash Balance Plans for Business Owners Hi. This is Michael Joyce with...
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 | 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....
by Cindy Joyce | Jan 14, 2022 | Retirement Planning, Taxes
Written by: Elissa Wurf, PhD, CFP®, CPA New tables for calculating the Required Minimum Distributions (RMDs) from Traditional, SEP, and SIMPLE IRAs as well as from 401(k)s and 403(b)s went into effect on January 1, 2022. The last time these “life...