Goals & Planning

Should I Refinance My Home During the Pandemic? CWM Answers Common Questions
CWM News
Should I Refinance My Home During the Pandemic? CWM Answers Common Questions
As we continue to make our way through this time of social and economic uncertainty, one beacon of opportunity has...
Read More
Starting Strong: The Young Professional's Guide to Financial Independence
Goals & Planning
Starting Strong: The Young Professional's Guide to Financial Independence
“If you really look closely, most overnight successes took a long time.” ― Steve Jobs
Read More
Opinion: It's possible to maintain long-term financial goals while navigating a job transition
CWM News
Opinion: It's possible to maintain long-term financial goals while navigating a job transition
2020 has been a tumultuous year for many people, but more so if you have lost your job. While it may feel impossib...
Read More
The Hidden 401(k) Benefit You May Have Missed
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
Embracing Opportunity After a Job Transition: How to Repurpose Your 401(k)
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
Boeing’s Voluntary Layoff and Early Retirement Packages: Not a “One-Size-Fits-All” Decision
Pre-Retirement and 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
Financial Tips for Navigating COVID-19 and a Market Downturn
CWM News
Financial Tips for Navigating COVID-19 and a Market Downturn
In the midst of the COVID-19 pandemic, CWM continues to be here as a resource for our clients. We’re sharing some c...
Read More
Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
Pre-Retirement and Retirement
Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
The recent stock market sell-off and legislation like the SECURE (Setting Every Community Up for Retirement) Act an...
Read More
“Can I Afford to Retire Now?” Navigating Big Questions Around Boeing’s Voluntary Layoff and Retirement Packages
Pre-Retirement and Retirement
“Can I Afford to Retire Now?” Navigating Big Questions Around Boeing’s Voluntary Layoff and Retirement Packages
In August 2020, Boeing announced that the company will once again be offering Voluntary Layoff (VLO) packages to qu...
Read More
Tips for a Tumultuous Market
Market Insights
Tips for a Tumultuous Market
It’s hard to believe that just a few short months ago, the term COVID-19 didn’t even exist. Here at CWM, we couldn’...
Read More
Goals & Planning

Media Inquiries