News & Articles


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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Choosing The Best Pension Payment Option For You

January 30, 2023 | Categories: Will’s Touches

If you’re eligible for a defined benefit pension, you may have several payment options from which to choose. Your pension plan will calculate a basic single life annuity automatically, and, if you choose a different [...]

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