My Dad, John Robert “Bob” Berigan always gave me good advice. Over the years as some of you have seen the saddle in my conference room, I have shared the advice he gave me about choosing a career.
Defining anyone let alone one’s own mother through their relationship with money isn’t fair to them. However, their experience with money and how they lived within it drives so much of the choices they made and the [...]
I’ll begin my first shared lesson in this inaugural blog with a question I heard right when I started this financial planning career in 2007. It was in a training session and the suggestion was to ask prospective clients [...]
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