What I’d Tell My 25-Year-Old Self About Money June 23, 2025 If I could go back and give my 25-year-old self a pep talk about money, I wouldn’t hand over a secret stock tip or a magical retirement plan. Instead, I’d... Read more →
Mid-Year Money Check-In: Are You On Track in 2025? June 3, 2025 As we flip the calendar to June, we’re officially halfway through 2025—can you believe it? Now is a perfect time to pause and take a good, honest look at your... Read more →
One Big Beautiful Bill (Trump Tax Bill) Breakdown May 27, 2025 Here is a quick look at the highlights of the One Big Beautiful Bill (Tax Bill) currently going through congress. I have included some high level bullet points for a... Read more →
When DIY Retirement Planning Isn’t Enough Anymore: 5 Signs You’re Ready for Professional Advice May 2, 2025 1. Your Income—and Savings Rate—Are Growing Starting out, many people aim to save around 10% of their income. But as your career advances and your earnings grow, you might start... Read more →
Why Tax Planning Matters April 29, 2025 Now that tax season is behind us (cue sigh of relief), it’s the perfect opportunity to share your completed tax return with us. As part of your personalized retirement planning... Read more →
Stock Market Volatility: Perspective in Uncertain Times April 8, 2025 Why Is The Market Down Right Now? The recent market decline isn’t rooted in economic weakness—it’s a result of policy shock. Uncertainty around fiscal and geopolitical decisions has spooked markets,... Read more →
What “Liberation Day” Could Mean for Your Portfolio April 4, 2025 Written By: Philip Lockwood As we kick off the second quarter of 2025, investors are being reintroduced to something the markets really don’t enjoy: uncertainty. The recent announcement of tariffs... Read more →
When a Roth Conversion Makes Sense March 28, 2025 A Roth conversion refers to moving all or a portion of the funds from a traditional retirement account into a Roth IRA. Roth IRA benefits: Here’s when a Roth conversion... Read more →
The Power of Financial Literacy: How Knowledge Builds Confidence March 17, 2025 As individuals approach retirement, financial literacy becomes an essential tool for navigating the complexities of wealth management, tax strategies, and legacy planning. At Lockwood Financial Strategies, we believe that empowering... Read more →
The Market’s Ups and Downs – Staying the Course March 7, 2025 If there’s one thing history has taught us, it’s that markets don’t move in a straight line. Short-term declines, while often unsettling, are a normal and expected part of investing.... Read more →