LMAndrews@shamrocklegacyinvestments.com
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Tips for Starting Off on a Journey of Financial Wellness

Tips for Starting Off on a Journey of Financial Wellness

by Lisa Andrews | Mar 21, 2025 | 401K, Credit Cards, Roth IRA

So, you are graduating and now have to be an adult!  Now what? How do you get yourself started on the right path with your personal finances?  These basic principles can be followed by anyone no matter where you are on the life journey.  If you are just...
Retirement Accounts?  Who Cares?  I Don’t Make Enough to Worry About This!

Retirement Accounts?  Who Cares?  I Don’t Make Enough to Worry About This!

by Lisa Andrews | Jan 19, 2025 | 401K, Taxes

Roth IRA, Traditional IRA, 401(K) … what does this all mean?   I am not rich enough to invest so why should I care or even know about this stuff?  This is where a little knowledge and understanding can be life changing! I was fortunate to grow up with a father who...

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