News & Articles

5 Positive Financial Habits to Adopt Today

You probably have a vivid, exciting picture of what your ideal retirement will look like. Maybe it’s spending time with family at a beach house, crossing off the books that have accumulated on your to-read list, or [...]

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Shamrock Newsletter- March

Well, the fear and surprise of some of the bank failures have colored things since our last newsletter. While we have some commentary about where we think the market stands, all we can claim for sure is that we are [...]

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Is A 529 Plan The Best Way To Save For College?

I am reluctant to admit that college was the best 4 years of my life. (My wife looks at me sideways if I let it slip out around her.) However, between you and me, I admit… college was the best 4 years of my life (shh). [...]

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