Posts by Brian J. Lockett, CFP®

 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
Retirement and Pre-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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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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Case Study: The Gift That Keeps on Taking
Estate Planning and Wealth Transfer
Case Study: The Gift That Keeps on Taking
Ever-changing laws and regulations require regular review of financial and legal documents to implement necessary u...
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Trump's Impossible Task
Market Insights
Trump's Impossible Task
Before we get started, I want to preface by making it clear that I am not for or against Trump here. This is simply...
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