Goals & Planning

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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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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The Hidden Gem Within Your 401k
Pre-Retirement and Retirement
The Hidden Gem Within Your 401k
This article provides an overview of retirement saving strategies, particularly when utilizing 401(k) plans—includi...
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Extreme Sounding Board - Cutting Horse
Goals & Planning
Extreme Sounding Board - Cutting Horse
Analyzing the Most Non-Traditional of Non-Traditional Investments
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The Price of Prudence
Goals & Planning
The Price of Prudence
Most financial advisory firms preach the virtues of investing with a “buy and hold” mentality, which is very simila...
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Stewardship
Goals & Planning
Stewardship
“You make the right decision for the long run. You manage for the long run, and you continue to move to higher valu...
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Goals & Planning

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