Posts by Brian J. Lockett, CFP®

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...
Read More
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,...
Read More
VIDEO: Inflation Expectations
Market Insights
VIDEO: Inflation Expectations
As price hikes on everything from bicycles to home prices become more commonplace, many are wondering what inflatio...
Read More
Making Cents of Compensation
Goals & Planning
Making Cents of Compensation
Not all job offers are created equal - and evaluating compensation packages can be like comparing apples to oranges...
Read More
All You Need to Know About Inflation: The Reality of Supply Chain Shortages and Money Supply
Market Insights
All You Need to Know About Inflation: The Reality of Supply Chain Shortages and Money Supply
One of the primary reasons individuals choose to thoughtfully allocate and invest their assets is to hedge their ha...
Read More
"What is a Fiduciary?" Understanding How Registered Investment Advisors and CFP® Professionals Put Clients First
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...
Read More
Solving for X in 2020
Market Insights
Solving for X in 2020
Economic recovery is not a straightforward path. In fact, it may even be a K-shaped one.
Read More
Should I Refinance My Home During the Pandemic? CWM Answers Common Questions
CWM News
Should I Refinance My Home During the Pandemic? CWM Answers Common Questions
As we continue to make our way through this time of social and economic uncertainty, one beacon of opportunity has...
Read More
The Hidden 401(k) Benefit You May Have Missed
Goals & Planning
The Hidden 401(k) Benefit You May Have Missed
When most of us think about 401(k)s, the movie “Fun with Dick and Jane” is probably the last thing on anyone’s mind...
Read More
Embracing Opportunity After a Job Transition: How to Repurpose Your 401(k)
Goals & Planning
Embracing Opportunity After a Job Transition: How to Repurpose Your 401(k)
For employees who have the option of investing in a 401(k) retirement savings plan through an employer, taking adva...
Read More

View By:

Media Inquiries

Annie Alley