Lockman Financial Planning

11/19/2025

With all the recent cutbacks of programs, it appears academia may finally be putting itself out of business. Late 80s, tuition for a state school was around $500 a quarter But we students were able to do that by working part time! Enjoy the data!

Find out how much college costs increased for the 2025–2026 school year.

10/20/2025

Be aware you still have time to max out your annual age based contributions to your retirement and HSA plans at work. Check out the most recent caps within this newsletter and feel free to reach out should you have questions. Have a great week!

As 2025 comes to a close, now may be the ideal time to review your tax strategy and find potential opportunities.

04/04/2025

Its difficult to know if this is the time to worry or if this is just another blip on the course of long term investing. I do know having worked in the industry for almost 25 years, is that we all have a sleep at night factor. Funds we can afford to deal with going through the ups and downs and those we may wish to offset that risk. Concerned? May be time to reassess you and your family's overall financial health. Until then enjoy the ride!

Jeremy Siegel, professor emeritus of finance at University of Pennsylvania’s Wharton School of Business and Wisdom Tree chief economist, joins 'Squawk Box' t...

01/31/2025

In late December, the IRS announced a delay in implementation for certain proposed RMD regulations.

01/02/2025

Check out my January Newsletter. Happy and healthy New Year!

05/09/2024

Story from a couple of years ago but I have to believe our national anthem still represents the best in U.S.

Hundreds of choir students in Kentucky have carried on a tradition of singing the national anthem in a hotel atrium. Steve Hartman shares more in "On the Roa...

03/02/2024

Great article about one of the most successful youth sports program in the area! Overcoming obstacles when you are young is extremely helpful later in life. Happy Saturday!

The Bees are pursuing their 21st consecutive state title today, at the OHSAA Gymnastics State Tournament in Hilliard, Ohio. It’s the kind of achievement that brings to mind the most intense of athletic training regimens. But the Bees gymnasts credit their enduring success to the mental and emotion...

01/03/2024

You don't come to Facebook for numbers but for some, the Secure Act 2.0 brings some changes in 2024. Happy New Year!

Many changes to tax laws related to retirement savings take effect in 2024.

07/19/2023

Is math the missing element for your mid summer doldrums! Consistency is the other key ingredient in successful outcomes. Contact me if you wish to learn more how you can better create defined outcomes versus hoping for the best!

The Rule of 72: How Long Will It Take to Double Your Money?

04/19/2023

A corporation delivers a powerful message regarding self-image and the forces of society.

CW/TW: Sensitive content. This film features real stories about body appearance that may be upsetting to some viewers.New research by the Dove Self-Esteem Pr...

03/10/2023

The one thing that is a constant in planning for the future is that the rules are always changing. Video highlights a few essentials!

SECURE 2.0 Act Seeks to Boost Retirement Readiness

02/08/2023

Increased retirement account funding over age 50. Increased age required distributions for IRAs. Excess 529 (34k) can roll to Roth IRAs!

Congress passes legislation that benefits retirement savers.