Let’s face it, talking about money can be described as anything from difficult to downright embarrassing. Fifty-six percent of Americans believe talking about finances with other is taboo, according to a study by OnePoll of 2,000 adults. Debt, particularly, is considered so taboo that nearly …
After working in the financial services industry for ten years I realized the strain investors were under with fees and a lack of service. Many advisors focus just on investment alpha instead of a service alpha. I am here to change that.
~ Stephen Carrigg, CFP®
Discipline Equals Freedom: 7 Steps to Financial Fitness
At the beginning of every year, we all want to get into shape. Both physically and with our finances. We go hard in January. We sign up for the gym. We slash our budget to the bone. We even start carrying a lunchbox to the office each day. And then, by around Valentine’s Day we are back to …
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Surviving Layoffs and Mike Tyson
Everyone knows that famous Mike Tyson quote: Everyone has a plan until they get punched in the mouth. We all love it … until we are the ones getting punched in the face. Twitter made headlines this year when it slashed half of its workforce and Meta cut 13% of its staff in early December. In …