Posts by Brian J. Lockett, CFP®

Tips for the 2023 Tax Season
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...
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A Plan for the Future: Mid-Year Market Synopsis and Legacy Planning
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...
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Blended investment strategies: Planning for days in the sun and days in the shade
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...
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Understanding the ROI of Career Pathways
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....
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VIDEO: How to Evaluate Compensation Offers to Align with Your Goals
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...
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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
In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.
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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...
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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...
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"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...
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