News & Articles


The Data Doesn't Lie - Raise Your Phone Scam Awareness

August 26, 2021 | Categories: General Interests

It’s pretty easy to be scammed. My husband and I (both 50+ tech veterans) were targets of identity theft a few years ago. How did we know? We got a letter from the IRS saying they were reviewing our request for a tax [...]

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Estate Planning for LGBTQ+ Married Couples

August 12, 2021 | Categories: Estates & Trusts

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states.

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Some of Us Are Born to Be Cowboys

By: Will Berigan, CFP® | June 9, 2021 | Categories: Will’s Touches

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.

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