Agili In the News
Michael Joyce Spoke with NBC12 about Multi-Factor Authentication
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.
Cindy Joyce Encourages Business Owners to Conduct an Annual Client Survey
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.
Cindy Joyce Shares Innovative Ideas for Hosting a Successful Company Retreat
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!
Carrie Fellon Discusses College Financial Aid and Divorce
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!
Cindy Joyce Shares New Ideas for Team-Building Activities
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!
Michael Joyce Discusses with NBC News the Economic Impact of Impeachment Developments
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.
Sarah Caine Explains Why Meeting Medicare Deadlines Is Important
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.
Michael Joyce Discusses Why He Is Not a Fan of Tariffs
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.
Sarah Caine Shares Insights on Maximizing Social Security Benefits
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.
Cindy Joyce and Jennifer Pieson Suggest Steps to Take Before Planning a Second Career
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.
Michael Joyce Makes Recommendations Regarding Sudden Wealth Events
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.
Jamie Malone Encourages Early Savings as National 529 College Savings Plan Day Approaches (5/29)
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.
Michael Joyce Suggests Ways to Avoid Credit Card Debt
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 Makes 529 and College Savings Recommendations
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.
Michael Joyce Offers Strategies for Saving for Life’s Big Occasions
In this interview with Rachel DePompa of Richmond’s NBC12, Michael Joyce shares tips for saving and planning for life’s biggest celebrations such as weddings and bar mitzvahs: Save early, regularly and avoid risk.
Michael Joyce Encourages Payment App Users to Adopt Security Measures
In this interview with Rachel DePompa of NBC12, Michael Joyce shares his recommendations for using Venmo, PayPal and Zelle safely. Agili would be happy to provide you with security suggestions for all of your financial accounts.
Cindy Joyce Shares Tips and Benefits of Conducting a Client Survey
Cindy Joyce shares her thoughts on using client surveys to engage with clients in this article for Financial Advisor online. She tells business peers that using client feedback to guide client service initiatives ultimately builds trust between a financial advisory firm and its clients.
Michael Joyce Suggests Broadening Your Investment Perspective
In his article for Lehigh Valley Business, Michael Joyce encourages investors to look beyond standard, low-cost investments like mutual funds and ETFs to less-traditional options such as commercial paper, hedge funds and REITs. Contact us for more information about diversifying portfolios during market volatility.
Carrie Fellon Demystifies How Financial Aid Awards Are Calculated
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.
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