Retirement and Pre-Retirement

With 2022 coming to an end, it's worthwhile to check on contributions and withdrawals from your IRA accounts. Here...

Did you know that April is Financial Literacy month? It's a great time to revisit financial and lifestyle goals, pl...

As the world moves away from emergency COVID support, can the market stand on its own two feet? The current (somewh...

A bucket list is a collection of goals, dreams, and aspirations that a person would like to accomplish in their lif...

In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...

Managing finances on your own can feel like trying to steer a ship in the middle of a storm. Between work and othe...

Brian Lockett, CFP® and financial advisor Marc Knauss outline considerations for Boeing employees who have accepted...

In August 2020, Boeing announced that the company will once again be offering Voluntary Layoff (VLO) packages to qu...

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’...

Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...