Posts by Brian J. Lockett, CFP®

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...
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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...
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Boeing’s Voluntary Layoff and Early Retirement Packages: Not a “One-Size-Fits-All” Decision
Pre-Retirement and Retirement
Boeing’s Voluntary Layoff and Early Retirement Packages: Not a “One-Size-Fits-All” Decision
Brian Lockett, CFP® and financial advisor Marc Knauss outline considerations for Boeing employees who have accepted...
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The VIX: A Hopeful Sign for a Less Fearful Future
Market Insights
The VIX: A Hopeful Sign for a Less Fearful Future
Leave it to the economists to put a number on fear. Of course, none of us needs a data point to experience the impa...
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Opinion: Brace for a market correction in 2020
CWM News
Opinion: Brace for a market correction in 2020
CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...
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 Parents should help children prepare for future financial success
Goals & Planning
Parents should help children prepare for future financial success
Brian Lockett, CFP® shares with parents how they can prepare their children to be financially responsible before th...
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The Hidden Gem Within Your 401k
Pre-Retirement and Retirement
The Hidden Gem Within Your 401k
This article provides an overview of retirement saving strategies, particularly when utilizing 401(k) plans—includi...
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Extreme Sounding Board - Cutting Horse
Goals & Planning
Extreme Sounding Board - Cutting Horse
Analyzing the Most Non-Traditional of Non-Traditional Investments
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Year-End Charitable Giving: There’s a strategy to writing that check
Giving and Community
Year-End Charitable Giving: There’s a strategy to writing that check
It’s that time of year again! Bell-ringers and red kettles at the store, toy drives at school, and mailboxes bursti...
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Iceberg!
Goals & Planning
Iceberg!
Most of us stride through life not thinking that something bad is just around the corner and disaster is about to s...
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