Tax Planning and Strategy

VIDEO: How to Make the Best Use of Roth Strategy for Your Savings
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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Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
More than half of individuals in the U.S. will need some form of long-term care in their lifetimes. When accidents,...
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VIDEO: Understanding ABLE Accounts
Goals & Planning
VIDEO: Understanding ABLE Accounts
For families who have children with disabilities, living richly often means providing them with the resources and s...
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Tax Filing & IRA Contributions in a COVID World
Tax Planning and Strategy
Tax Filing & IRA Contributions in a COVID World
Just a few helpful reminders regarding 2020 IRA Contributions
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425 Magazine: Tax-Savvy Giving Tips
Tax Planning and Strategy
425 Magazine: Tax-Savvy Giving Tips
Feeling philanthropic? Brian Lockett sat down with 425 Magazine to give advice on how best to stretch your dollar...
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Opinion: It's possible to maintain long-term financial goals while navigating a job transition
CWM News
Opinion: It's possible to maintain long-term financial goals while navigating a job transition
2020 has been a tumultuous year for many people, but more so if you have lost your job. While it may feel impossib...
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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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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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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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