Posts by Brian J. Lockett, CFP®

Tax Planning and Strategy
Tax Time: Proactive strategies for small businesses
Now that tax season has come to a close, it’s a good time for small business owners to reflect on overall tax strat...
Read More

Market Insights
Price Reduced: What's on the Horizon in 2023?
With recession looming, the stock market looks primed for further declines. Bonds, on the other hand, typically do...
Read More

Giving and Community
Charitable Giving: There’s a strategy to writing that check
It's easy to write a check to your charity of choice, but like any aspect of financial planning, thinking strategic...
Read More

Articles
Tips for the 2023 Tax Season
In the thick of summer events and travel, next year's tax filing deadline might seem like a far-off concern. At Com...
Read More

Market Insights
A Plan for the Future: Mid-Year Market Synopsis and Legacy Planning
Market valuations have come down substantially (even more under the main index numbers) and despite making what we...
Read More

Articles
Blended investment strategies: Planning for days in the sun and days in the shade
Sometimes, a multi-pronged approach - what we call a blended strategy - may make sense when you consider market fac...
Read More

Lifestyle
Understanding the ROI of Career Pathways
We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....
Read More

Videos
VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
There are many layers to understanding whether a new job offer or compensation package will be right for your finan...
Read More

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...
Read More

Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.
Read More