Nigel Williams was profiled in the Richmond Times Dispatch’s “Making a Difference” column. By using his time away from Agili to teach art at a juvenile detention center and to coach high school football, Nigel is a great ambassador for our firm. His talent on the football field has been known to those at Benedictine, Virginia Tech and even the NFL, and now his character and community contributions are being recognized by others. We’re impressed and inspired!
The new year is just around the corner. Michael Joyce, sat down with Rachel DePompa of NBC12 to discuss setting realistic savings goals in 2020 – such as contributing 1% more to your 401(k) or 529 plan. Michael suggests paying yourself first by automating payments to achieve your financial goals.
Cindy Joyce discusses with Business 2 Community how offering employees flexiblility benefits businesses. In this busy, hectic world (and tight labor market), allowing employees to have flexible work arrangements can lead to lower turnover and absenteeism, not to mention higher productivity and employee engagement.
Michael Joyce discusses the necessity for adequate disability insurance coverage with Rachel DePompa of NBC12. Since a 40 year-old male is three times more likely to become disabled before the age of 65 than to die before age 65, having enough disability coverage is imperative for financial well-being. He also reminds viewers that life insurance is not a life-long need.
Michael Joyce spoke with Virginia Business about navigating the next recession. He warns against trying to time the market and suggests focusing on long-term goals and objectives. He recommends being less aggressive investment-wise and suggests pruning positions that are pretty fully valued now and looking for high quality investments.
Michael Joyce sat down with Rachel DePompa of NBC12 and recommended activating multi-factor authentication whenever possible. To reduce cyber-security risks, Michael suggests utilizing this safety feature for everything from bank accounts to social media accounts.
In this article for Business 2 Community, Cindy Joyce shares her insights with fellow business owners about the power of conducting an annual client survey. Asking current clients about their experience allows a business to hear honest feedback and demonstrates a commitment to continuously improve the client experience – which ultimately helps a business grow.
In her recent article for Business 2 Community, Cindy Joyce shares tips for hosting a successful annual company retreat. 80% of companies do not gather in this way each year – but Agili has seen the significant benefits of our annual company retreat. Cindy explains that you don’t have to break the bank in order to engage and energize employees during a retreat!
In this article for The Wall Street Journal, Agili’s resident college financial aid expert, Carrie Fellon, provides her insights on FAFSA and divorce. Careful and accurate FAFSA form completion is a must!
In this article for Virginia Business, Cindy Joyce discusses some of Agili’s favorite team-building activities in recent years. We’ve done it all! Escape rooms, group painting, scavenger hunts and gourmet cooking!
In this article for NBCNews, Michael Joyce asserts that the markets and the economy are less impacted by political developments, such as impeachment discussions, than by trade issues.
In this interview for Financial Planning magazine on navigating the Medicare maze, Sarah Caine shares valuable healthcare planning insights. Sarah reminds us that missing Medicare deadlines can result in losing certain rights, such as Medigap’s guaranteed issue right, which requires insurance companies to offer certain policies – even for those with pre-existing conditions.
In this opinion column for the Richmond Times Dispatch, Michael Joyce states that he believes tariffs are a blunt economic weapon and essentially a tax on consumers. He also delineates the negative impacts of the newest tariffs on Chinese exports to the US, including stock market volatility, economic uncertainty and reduced opportunities for America’s farmers.
In this informative article for Kiplinger on maximizing Social Security benefits, Sarah Caine offers her strategies for single, widowed and divorced individuals who are approaching the age when they will begin to claim benefits. The article provides valuable recommendations for many others as well.
Not all retirees want to live a life of leisure. In fact, more and more seniors are choosing to start a second career. In this article for Lehigh Valley Business, Agili COO, Cindy Joyce, and Financial Planning Analyst, Jennifer Pieson, discuss important financial planning steps to take before embarking on that second act.
For those lucky enough to experience a sudden wealth event such as selling a business, gaining access to deferred compensation or receiving a large stock award, Michael Joyce shares his best financial planning advice in a recent article for Lehigh Valley Business. Michael suggests ideas for structuring the sale of the business and organizing one’s financial world appropriately before receiving executive awards so as to reduce taxes owed.
In this op-ed for Virginia Business, Jamie encourages parents to open a 529 account as early as possible to take advantage of compound growth and tax savings. Saving for college can seem daunting, but even small contributions can make a real difference.
In this recent interview with Rachel DePompa of NBC12, Michael Joyce says that the best way to avoid credit card debt is to “sleep on it” to avoid making impulse purchases! Other tips include: Set a strict budget, keep track of expenditures and pay off credit cards monthly to avoid interest.
Michael Joyce and Jen Pieson Discuss Instilling a Savings Ethic in Children to Prepare for Life’s Emergencies
Being a great saver is the key to being prepared for life’s emergencies. But how do we instill this savings ethic in our children? Michael Joyce and Jen Pieson sat down with Nancy Werteen of WFMZ to discuss how to encourage saving over a lifetime – to avoid being caught off-guard by one of life’s setbacks.
Jamie Malone was recently interviewed by SavingforCollege.com and advises parents and family members to invest early in 529 college savings accounts to take advantage of the power of compound interest, to establish an account in one’s own name, and to invest more conservatively for older children.