Goals & Planning

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...

For employees who have the option of investing in a 401(k) retirement savings plan through an employer, taking adva...

Brian Lockett, CFP® and financial advisor Marc Knauss outline considerations for Boeing employees who have accepted...

In the midst of the COVID-19 pandemic, CWM continues to be here as a resource for our clients. We’re sharing some c...

In August 2020, Boeing announced that the company will once again be offering Voluntary Layoff (VLO) packages to qu...

It’s hard to believe that just a few short months ago, the term COVID-19 didn’t even exist. Here at CWM, we couldn’...

Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...

CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...

Many folks generally have an idea that the majority of Americans don’t have enough saved for retirement. But the ac...

For many, the months of November and December conjure images of our family gathered around the Thanksgiving table,...