Goals & Planning

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...
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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...
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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...
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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...
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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...
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“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
Boeing recently announced that it will offer early retirement packages – framed as voluntary layoffs to protect eli...
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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’...
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Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
CWM News
Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...
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Opinion: Brace for a market correction in 2020
CWM News
Opinion: Brace for a market correction in 2020
CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...
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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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Goals & Planning

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