News & Articles


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

March 3, 2023 | Categories: Will’s Touches

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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Shamrock News Letter - February

March 2, 2023 | Categories: Will’s Touches

To date, 2023 appears to be stuck in a trading range of volatility. Unemployment numbers, inflation trends and interest rate forecasts keep us in the center of uncertainty. In addition, the markets continue to reckon [...]

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Can I Access My 401(k) Funds?

February 14, 2023 | Categories: Will’s Touches

A couple of months ago, we discussed taking a loan from your 401(k) and how that may be beneficial. Are there other ways to access my 401(k) funds? There may be different options depending on your plan. It is always a [...]

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