Professional headshot photo of Marilee Falco, CFP®, ChFC, Agili Principal, Financial Strategist.

Marilee Falco, CFP®, ChFC, Principal, Financial Strategist

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 financial security for many doctors has changed in recent years. Marilee and Michael provide retirement planning recommendations for four phases of a doctor’s career: medical school, residency, early career, and wealth-building years.

Professional headshot of Agili President, Michael Joyce.

Michael Joyce, CFA, CFP®, Agili President