News & Articles
What Plan Sponsors Need To Know About Secure 2.0
As a business owner or someone in charge of your organization’s 401(k) plan, if you haven’t reviewed your retirement plan, you might want to dig that plan document up
Basic Estate Planning
Over the years, I’ve had the good fortune to work with some really talented attorneys, among them Estate Planning attorneys. They are valuable advisors throughout our lives and vital resource in passing our estate to the [...]
Shamrock Newsletter - May
This month isn’t typically a topic of discussion in a Financial Services Newsletter but it is something we have all experienced - comfort during a time of grief.
© Copyright 2020 | Shamrock Wealth Management | All Rights Reserved