News & Articles

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Shamrock Newsletter- March

March 29, 2023 | Categories: Will’s Touches

Well, the fear and surprise of some of the bank failures have colored things since our last newsletter. While we have some commentary about where we think the market stands, all we can claim for sure is that we are [...]

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What To Do With Your Old 401(k)

March 21, 2023

If you are changing jobs and you have an existing 401(k), you’ll have some decisions to make. The following article covers a few options and the pros/cons for each. If you’re in the decision phase and have things you’re [...]

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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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