Articles

Goals & Planning
The Hidden 401(k) Benefit You May Have Missed
When most of us think about 401(k)s, the movie “Fun with Dick and Jane” is probably the last thing on anyone’s mind...
Read More

Goals & Planning
Embracing Opportunity After a Job Transition: How to Repurpose Your 401(k)
For employees who have the option of investing in a 401(k) retirement savings plan through an employer, taking adva...
Read More

Market Insights
Clash of the Economic Titans
Massive forces are battling each other for economic supremacy; no one can be certain of the ultimate outcome. In th...
Read More

Lifestyle
PAWS breaks ground for new 25-acre campus, which will house dog adoption suite built in honor of CWM’s Linda McCormack
Earlier this year, we participated in the groundbreaking of the new PAWS campus in Snohomish, which will expand the...
Read More

Retirement and Pre-Retirement
Boeing’s Voluntary Layoff and Early Retirement Packages: Not a “One-Size-Fits-All” Decision
Brian Lockett, CFP® and financial advisor Marc Knauss outline considerations for Boeing employees who have accepted...
Read More

Goals & Planning
I Know a Pro: 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...
Read More