Michael Joyce, CFA, CFP, is founder and president of Agili, a registered investment adviser and fiduciary in Richmond, Virginia, and Bethlehem, Pennsylvania.
The Inflation Reduction Act and your finances
How to boost your retirement savings
Consider buying your medical office building as a way to improve retirement savings beyond 401(k) contributions.
Keep Tabs on Legal Shifts Affecting Your 401k Plans
Practices must stay abreast of legal changes affecting 401(k) plans to ensure they don’t face legal action for not properly monitoring them.
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