Shamrock Legacy Investments LLC

11/26/2025

Be the best that you can be! Finish this year strong!

11/20/2025

10/03/2025

There are 89 days left in 2025. What steps can you take today to get you closer to your goal? Don’t have a goal? Make one! Think of something you would love to achieve by the end of the year. It could be anything! Walk a certain number of steps each day, drink a certain number of ounces of water each day, give up soda or alcohol for a period, save a certain amount of money each week. Having goals keeps us intentional with our actions. You got this! Let’s go!

09/27/2025

Let’s go team!!

👟Step-tember Week 1 Leaderboard Update!👟 We’re just one week in, and the competition is heating up! 🎉

👥 Top 10 Teams: Shamrock Legacy Investments LLC · Faw Casson CPA · Atapco Properties, Inc. · Gross, Mendelsohn & Associates · Kullman CPA – Tax Team · GRB&A · GWCPA · MACPA · Kullman CPA – Audit Team · Cassilly & Appel

🏆 Top 5 Individuals: Cherisse Judy · Chad Vent · Chanel Rodgers · Barbara Crocker · Susan Gorham

👏 Congrats to everyone stepping up and leading the way! But don’t hang up those sneakers just yet—there are still 3 weeks left to rack up those steps, and plenty of time to take the lead. 🏃‍♀️💨

The challenge runs through October 15… keep moving, stay motivated, and let’s see who makes it to the top! 💪

09/27/2025

As we roll into the last quarter of the calendar year, here is a reminder of how tax brackets actually work. It may not be what you think!

As the year comes to a close, and we get ready to move to a new year, you may hear lots of conversation regarding how to cut your taxes. Articles and blogs will state various strategies that can be used and things can be easily become overly complicated. One basic principle that surprisingly mos.....

12/31/2024

Wishing you a fantastic 2025! Set your financial goals and get excited about what is to come!

Happy New Year!! 🎆

12/24/2024

Wishing you all a wonderful Christmas! 🎄

11/18/2024

Take time to recognize where you are and be grateful! Connecting with family or friends adds true value to your life experience. Wishing everyone a wonderful thanksgiving season.

11/04/2024

Now is the time to finish the year strong! Do you have an ability to max out a Roth IRA contribution? Have you planned for taxes on any traditional plan distributions? Year end is just 8 weeks away. Look ahead and see if you have considered your moves to make 2024 a great year.

10/31/2024

Happy Halloween! Don’t let your personal finances spook you! 👻

08/30/2024

This is what young people need to be coached on! Who wants to save for “retirement” as a 20 year old? This is absolutely LIFE CHANGING! We just had the opportunity to mentor a 22 year old this morning on this very thing! More to come from us on how amazing this can be. Time is the most important factor! Start as EARLY as you can!!