Retirement and Pre-Retirement

Articles
YEAR-END REMINDER: 2022 RMDs and IRA Contributions
With 2022 coming to an end, it's worthwhile to check on contributions and withdrawals from your IRA accounts. Here...
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Goals & Planning
Financial literacy tips for every stage of life
Did you know that April is Financial Literacy month? It's a great time to revisit financial and lifestyle goals, pl...
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Market Insights
When the Tide Goes Out
As the world moves away from emergency COVID support, can the market stand on its own two feet? The current (somewh...
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Videos
VIDEO: A New Way to Look at Your Bucket List
A bucket list is a collection of goals, dreams, and aspirations that a person would like to accomplish in their lif...
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Retirement and Pre-Retirement
VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...
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Estate Planning and Wealth Transfer
"What is a Fiduciary?" Understanding How Registered Investment Advisors and CFP® Professionals 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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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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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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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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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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