Posts by Brian J. Lockett, CFP®

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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How High is Too High?
Market Insights
How High is Too High?
Like Icarus flying towards the sun, high market valuations represent significant overconfidence, which in the past...
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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
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: 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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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...
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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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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.
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