Retirement and Pre-Retirement

"What is a Fiduciary?" Understanding How Registered Investment Advisors and Certified Financial Planners Put Clients First
Estate Planning and Wealth Transfer
"What is a Fiduciary?" Understanding How Registered Investment Advisors and Certified Financial Planners Put Clients First
Managing finances on your own can feel like trying to steer a ship in the middle of a storm. Between work and othe...
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Boeing’s Voluntary Layoff and Early Retirement Packages: Not a “One-Size-Fits-All” Decision
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...
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Opinion: How Your Retirement Savings Can Benefit from Recent Market Changes and New Legislation
Retirement and Pre-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
Retirement and Pre-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...
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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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SECURE ACT: The pros, pitfalls and possibilities of an imperfect fix to Americans’ poor savings habits
Retirement and Pre-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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The Hidden Gem Within Your 401k
Retirement and Pre-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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You're On Your Own
Retirement and Pre-Retirement
You're On Your Own
Here’s a thought to keep you up at night: you probably have to save more than you think.
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Retirement and Pre-Retirement

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