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VIDEO: How to Make the Most of Your Charitable Giving
It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving stra...
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Business Planning
The Importance of Board Diversity: Careers and good decisions flourish with new faces at the table
We are in a meaningful time of momentum when it comes to diversifying the makeup of board rooms that have remained...
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Goals & Planning
VIDEO: Take Control of Your Finances - Financial Literacy Tips for Women
Financial literacy is imperative for women as we continue working to break down historic barriers that have traditi...
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Lifestyle
Shelf Indulgence: Devolution (A Firsthand Account of the Rainier Sasquatch Massacre)
Just in time for Halloween comes the next installment of Shelf Indulgence featuring a natural disaster, a remote co...
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CWM News
CWM Client Spotlight: The Survivors and Partners
Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...
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Tax Planning and Strategy
Applying for the WA Cares Tax Exemption
Instructions for individuals employed within the state of Washington who wish to opt-out of the WA Cares tax, which...
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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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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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CWM News
CWM's Brian Lockett, CFP® Named IFG Elite Advisor in 2020
Comprehensive Wealth Management (CWM)’s lead advisor and Certified Financial Planner™ practitioner Brian Lockett wa...
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Tax Planning and Strategy
VIDEO: Three Things to Know About the Washington State Long-Term Care Trust Act
If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...
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