The Carrigg Wealth Management Group

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The Saver and The Spender

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Keeping up with the Joneses? Stop!

One of the most surprising things about being a financial advisor is how much of my work involves helping clients not only understand their behavior in terms of spending, saving, and investing but also the why
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Congratulations, you’re rich. Now how do you stay rich?

Welcome to my new blog series written specifically for those in the top 5% of income earners, roughly defined by $300,000 of income per year and/or $1,000,000 of financial assets. If that’s you, congratulations, you’re what some might call rich! Now how do you stay rich?
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To Pay the Fee, or Not Pay the Fee, That is the Question.

The Merits of Paying a Financial Advisor to Manage Long Term Oriented, Low Cost, Index-Based Portfolios
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