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SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Pre-Retirement and Retirement
SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Many folks generally have an idea that the majority of Americans don’t have enough saved for retirement. But the ac...
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Wisdom of the Ancients
Market Insights
Wisdom of the Ancients
CWM model exposures ended the year (conservative) much differently than they started (aggressive). Despite recent p...
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Holiday Recipe: Earl Grey Tea Shortbread Cookies
Lifestyle
Holiday Recipe: Earl Grey Tea Shortbread Cookies
Courtesy of CWM's very own Kelsey Wingate, who enjoys making, sharing, and eating these Earl Grey Tea Shortbread Co...
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2019 IRA Contribution Reminders
Tax Planning and Strategy
2019 IRA Contribution Reminders
Just a few helpful reminders regarding 2019 IRA Contributions
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24 Hours with Shilo Lockett
CWM News
24 Hours with Shilo Lockett
425 Business sat down with Shilo Lockett to learn more about how she approaches her role as CWM's president and wha...
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Make the Most of Tax Season by Getting a Jump Start Now
Tax Planning and Strategy
Make the Most of Tax Season by Getting a Jump Start Now
For many, the months of November and December conjure images of our family gathered around the Thanksgiving table,...
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The Ultimate Tips for Millennial Homebuyers
CWM News
The Ultimate Tips for Millennial Homebuyers
Thinking about purchasing your first home? CWM Vice President Brian Lockett, CFP®, recently shared some expert tips...
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ABLE Accounts: Tax-advantaged Savings Accounts for Individuals with Disabilities
Estate Planning and Wealth Transfer
ABLE Accounts: Tax-advantaged Savings Accounts for Individuals with Disabilities
When we think about what living richly means to us, it often conjures images of saving for retirement, financing t...
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I Know a Gal: Kathleen Griffin, Private College Counselor
Goals & Planning
I Know a Gal: Kathleen Griffin, Private College Counselor
If you were to invent the person who would walk your family through the process of preparing for and earning a spot...
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 Parents should help children prepare for future financial success
Goals & Planning
Parents should help children prepare for future financial success
Brian Lockett, CFP® shares with parents how they can prepare their children to be financially responsible before th...
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