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.
Cindy Joyce, Agili’s Chief Operating Officer, and Marilee Falco, the leader of our Bethlehem, PA office, wrote an article for Lehigh Valley Business about how to recruit and retain employees in today’s tight labor market. To read the entire article, click here.
Estate Planning Magazine included an article by Michael Joyce and Elissa Wurf in their August issue. The article offers suggestions to estate planning professionals about effectively guiding client decision making. To read the entire article, click here.
The Morning Call included an announcement about Agili and our enhanced leadership team in their Lehigh Valley’s Business Cycle section. To read the piece, click here.
Choosing the right retirement community can be daunting. Marilee Falco provides some resources and advice to help aging individuals find the right home. To read the entire article, published in Lehigh Valley Business, click here.
Richmond Times-Dispatch published a story about Agili, formerly JoycePayne Partners, and our expanded leadership team. To read the great article, click here.
Elissa Wurf, our Financial Planning Analyst with a PhD in Psychology, wrote an article for Lehigh Valley Business about how bias and perceptions affect financial behavior. She offers suggestions on ways to keep certain dangerous behaviors from overcoming an investor’s rational brain. To read Elissa’s entire article, click here.
Lehigh Valley Business published an opinion piece by Michael Joyce about strategies and economic forces that should allay concerns about current market volatility. Having long-term goals and objectives, and matching your portfolio’s asset allocation to that time horizon, will ensure the long-term effect of volatility on your portfolio is dampened. To read the entire article, click here.
BusinessWoman published a guest article written by Marilee Falco about the personal – and professional – benefits of volunteering. Volunteering provides women the gratification of giving back and the connection to their larger community, while enabling them to gain valuable leadership skills. To read Marilee’s entire article, please click here.
Marilee Falco authored an article for Lehigh Valley Business focusing on planning for long-term care. The majority of Americans will need long-term care at some point and planning for how to pay for it can help reduce stress and general anxiety around aging. However, long-term care insurance, which at one point made financial sense, is no longer a sensible option for most consumers. To read Marilee’s suggestions, click here.
Social Security is a complex system. In an article written for Lehigh Valley Business, Sarah Caine simplifies the most relevant information to help you maximize your Social Security income. Sarah defines useful terms and discusses filing decisions for individuals and couples. To read the entire article, click here.
Lehigh Valley Business kicked off the New Year with an article suggesting it is the perfect time to get your finances under control. Michael Joyce contributed best practices to the article, including tackling credit card debt and maxing out retirement savings accounts.To read the entire article, click here.
Marilee Falco wrote a guest article for Business Woman in which she offers retirement planning advice to women business owners. A successful plan starts with finding the right advisor – one who understands their clients’ entire life picture. To read the rest of Marilee’s suggestions, click here.