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24 Hours with Shilo Lockett
CWM News
24 Hours with Shilo Lockett
425 Business sat down with Shilo Lockett to learn more about how she approaches her role as CWM's president and wha...
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Make the Most of Tax Season by Getting a Jump Start Now
Tax Planning and Strategy
Make the Most of Tax Season by Getting a Jump Start Now
For many, the months of November and December conjure images of our family gathered around the Thanksgiving table,...
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The Ultimate Tips for Millennial Homebuyers
CWM News
The Ultimate Tips for Millennial Homebuyers
Thinking about purchasing your first home? CWM Vice President Brian Lockett, CFP®, recently shared some expert tips...
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ABLE Accounts: Tax-advantaged Savings Accounts for Individuals with Disabilities
Estate Planning and Wealth Transfer
ABLE Accounts: Tax-advantaged Savings Accounts for Individuals with Disabilities
When we think about what living richly means to us, it often conjures images of saving for retirement, financing t...
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I Know a Gal: Kathleen Griffin, Private College Counselor
Goals & Planning
I Know a Gal: Kathleen Griffin, Private College Counselor
If you were to invent the person who would walk your family through the process of preparing for and earning a spot...
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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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Rumblings of Recession
Market Insights
Rumblings of Recession
Warning signs often precede major geological events like earthquakes. Markets are very similar, as sharp sell-offs...
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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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Providing Purposeful, Holistic Financial Strategies
CWM News
Providing Purposeful, Holistic Financial Strategies
CWM's new website reflects our commitment to helping our clients pursue their financial and lifestyle objectives, w...
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Game of Unknowns
Market Insights
Game of Unknowns
While trade tensions with China have flared up once again, it remains in both countries’ interest to come to a mutu...
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