News & Articles


4 Reasons to Consolidate Retirement Accounts

October 16, 2023 | Categories: Will’s Touches

If you have changed jobs and left behind 401(k) accounts with prior employers, you know firsthand that managing retirement accounts spread among different custodians and financial services providers can be a big [...]

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Shamrock Newsletter - October

September 28, 2023 | Categories: Will’s Touches

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