News & Articles


Year-End Financial Planning 2022

December 5, 2022 | Categories: Will’s Touches

As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments in the world of taxes and finance that might [...]

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Shamrock News Letter - November

November 25, 2022 | Categories: Will’s Touches

We continue to see volatility in the markets. Some of the equity markets have seen a spike, which often happens around a midterm election. We watch the news as it surrounds unemployment, inflation, and interest rates. [...]

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Is the Roth 401k Right For Me?

November 22, 2022 | Categories: Will’s Touches

Maybe you have asked yourself, “Should I make a Roth 401k or traditional 401k contribution to my retirement plan?” The answer is different for everyone. You need to consider your age, tax bracket, and then compare what [...]

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