Matt Lockett - Financial Advisor - Family Wealth Group

01/10/2023

Tough economic times can radically alter your retirement strategy.

Advisors should help clients balance pretax savings with funds that can be accessed in an emergency.

05/31/2022

03/27/2021

Starting a family can come with a lot of uncharted financial territory. Use these 7 key steps to help you determine what’s needed so you can stay focused on enjoying this new stage of life.

Learn the seven key financial steps that new parents should consider taking as they look forward to the joys and challenges of expanding their family.

03/26/2021

If you have life insurance through your employer, it may not be enough to cover the financial needs of your loved ones. Let’s talk more about your coverage and identify any gaps you may want to fill.

(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

03/25/2021

Women can face unique challenges that can keep them from learning about and being involved in money matters. What are the keys to overcoming? Understand what’s holding you back and then begin taking these steps toward empowerment.

Tips for overcoming challenges and finding financial clarity.

03/24/2021

Putting the most money possible into your traditional or Roth IRA could pave the way for a more prosperous retirement. Have you maximized your IRA contributions for 2020?

While IRAs are often touted for the tax-deferred growth of the investments within the account, traditional and Roth IRAs may also provide a helpful tax deduction, reducing your current year’s income tax.

07/24/2020

When was your last financial checkup? If it’s been a while, or you have any questions about your strategy, let’s get a meeting on the calendar.

07/13/2020

Do your finances match your life priorities? Let’s connect and make sure your strategies set you up for a meaningful life, no matter the stage you’re at.

05/07/2020

While most people believe they’ll only need 70% of their current income in retirement, their lifestyle preferences require around 130% (Wall Street Journal, 2018). Will you have enough to live out the retirement you envision? Let’s talk and find out.

After years of hard work and deferred gratification, you’re finally looking forward to a fulfilling retirement. And you have some big plans. Travel. Fine dining. A cozy, well-appointed vacation cabin. You now have the time to enjoy the good life that you may have had to (mostly) put off during you...