News & Articles
Retirement Plan Maintenance
It’s hard to believe half the year is over, but it’s a good time to review your 401k plan.
Shamrock Newsletter - Summer
The consensus at the moment is that there will likely not be a recession in 2023. The economy has been growing - inflation has continued to go down. Inflation may spike a bit as a result of higher gas prices as we look [...]
Using A Charitable Lead Trust For Estate Planning
I have worked with some really great estate attorneys over the years. They are such an integral part of creating the best estate plan possible.
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