Lehigh Valley Business published Carrie Fellon’s article about navigating the maze of college and university financial aid. Carrie delves into the differences in how private college and public university financial aid awards are calculated.
The Richmond Times-Dispatch interviewed President, Michael Joyce, about the challenges presented by the 2017 tax overhaul. Michael provides his insights into the 2017 Tax Cuts and Jobs Act and offers valuable tax-planning advice.
Lehigh Valley Business just published Marilee Falco’s helpful insights into choosing the best bank or credit card for your small business. According to Marilee, identifying a business’s most pressing financial need is the first step in making that decision.
Our Portfolio/Investment Administrator, Nigel Williams, had a conversation with Jonathan Spiers of Richmond BizSense about pursuing a finance career and giving back while being an active free agent in the NFL.
Lehigh Valley Business recently published an article by Michael Joyce in which he urged small business owners who might be behind on retirement savings to consider offering a cash balance plan since they have significantly higher contribution limits than traditional 401k’s.
Cataract and Refractive Surgery Today published an article by Michael Joyce and Jamie Malone about how offering cash balance plans and investing in medical office buildings can benefit ophthalmologists. Read their insights on retirement savings and alternative investments here.
In Michael Joyce’s final conversation with Rachel DePompa of NBC12, he suggests ideas for teaching children savings habits. This was the final installment in a series of videos about financial planning. Look for more conversations between Michael and Rachel DePompa in the future.
Physicians Practice recently published an article by Michael Joyce about alternative investment strategies for physicians. Read his recommendations for increasing your retirement savings.
Michael Joyce’s most recent conversation with Rachel DePompa of NBC12 News centered around getting your finances in order in the new year. Stay tuned for one last financial planning topic from Michael and Rachel.
The latest in a series of videos Michael Joyce taped with Rachel DePompa of NBC12 News was released today. The series focuses on a variety of financial planning topics, and today’s video addresses making the most of your benefits.
Michael Joyce recently sat down with Rachel DePompa of NBC12 News to discuss a variety of financial planning topics. A series of videos with the content is being released over the next several weeks, but you can already watch their conversation about market volatility.
Financial Strategist Carrie Fellon was featured in the fall issue of the quarterly donor magazine of Good Shepherd Rehabilitation Network. Carrie is one of the newest members of the organization’s Women’s Giving Circle. Click here to read how Carrie was touched by their mission. For a digital copy of the entire magazine, click here.
Carrie Fellon wrote an article for Lehigh Valley Business about charitable giving strategies in the new tax environment. Given that the standard deduction for 2018 returns is nearly double what it was for 2017, fewer people will be itemizing their deductions. So, what can be done to still get the tax benefits of charitable giving? To read Carrie’s recommendations, click here.
Nigel Williams was recently featured in the Richmond Times-Dispatch column “Getting to Know.” A wonderful team member with a unique career path, Nigel is certainly worth getting to know. To read more, click here.
On October 2, Agili formally announced the move of their Richmond, VA, office from 9030 Stony Point Parkway to 1806 Summit Avenue in Scott’s Addition. Richmond BizSense published the story, which can be read here.
Michael Joyce wrote an article for WealthManagement.com about the SEC’s proposed best interest rule, stating that he believes the rule does not go far enough to change the standard or clarify the difference between broker-dealers and investment advisors. To read the entire article, click here.
Sarah Caine recently completed the exams and met the requirements for the Certified Financial Planner™ designation. The Morning Call features the news here.
Sarah Caine wrote an article for Lehigh Valley Business that offers information and advice about Medicare and private insurance to working Americans over the age of 65. Importantly, Sarah answers the question, “Do I need a Medigap plan?” To read the entire article, click here.