News & Articles


In the Shadow of Money

By: Will Berigan, CFP® | April 29, 2021 | Categories: Will’s Touches

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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Ask for Help and Say Thank You

By: Will Berigan, CFP® | March 24, 2021 | Categories: Will’s Touches

Every child in my family had a new sibling show up after them but for me. So, at 52 years old my siblings are the only people I have been linked to every single day of my life. I feel grateful that I am the only one [...]

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Do-It-for-Me Investing: Target Date Funds

February 2, 2021 | Categories: Business Planning & 401(k)

Most of us prefer to let experts do the job when we don’t have the experience, know-how, or time to do it on our own. Investing in your 401(k) account is no different.

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