Tax Planning and Strategy

Does your employer offer the ability to purchase company stock within your 401(k)? You may be able to take advantag...

Just a few helpful reminders regarding 2023 IRA contributions

At CWM, we find it's helpful to have a check-list as you prepare your 2023 taxes with respect to your CWM managed a...

As we near the end of 2023, it's worthwhile to check on contributions and withdrawals from your IRA accounts.

At CWM, part of our holistic approach to financial planning includes working with you and your estate planner to en...

At CWM, we've been monitoring progress of the tax since it was first proposed as Senate Bill 5096 and eventually wo...

Did you purchase a long-term care (LTC) policy before the Washington Long-Term Services and Supports Trust Program...

Now that tax season has come to a close, it’s a good time for small business owners to reflect on overall tax strat...

As the world moves away from emergency COVID-19 support, can extreme high valuations continue to be justified? A va...

It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...