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Ready, Set, GO!

As a child, I heard this phrase at the start of relay races in PE at school.  We would come to the starting line, shake out our arms and legs, then get into our “set” positions.  When our teacher shouted GO, we would take off running! Ready, Set, GO should be the motto for each […]

Luellen Lockwood, MBA, CPA, EA | June 15, 2018

From Buttons to Bucks and Back Again

Do you remember taking Home Economics in junior or senior high?  If your answer is yes, then you and I are certainly dating ourselves.  As corny as it may sound to the younger generations, we learned a lot of basics in that class:  how to cook and bake, how to run a household, home safety, […]

Luellen Lockwood, MBA, CPA, EA | September 14, 2017

Power Planning for the Powerball Winner

As Mavis Wanczyk, this week’s Powerball Winner of $758.7 million, said, winning the lottery was a “pipe dream I’ve always had.”  I think all of us can relate to this statement.   To have $336 million (after taxes) just drop in your lap is truly life-changing.  And to put this in a different context, Ms. Wanczyk’s […]

Luellen Lockwood, MBA, CPA, EA | August 25, 2017

Do You Really Know Your Advisor?

In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine.  But, do we take the time to check out every detail on the firm who is going to invest and manage our life savings?  Hmmm, that made you […]

Luellen Lockwood, MBA, CPA, EA | April 25, 2017

Are You and Your Significant Other Prepared?

Here we are at the beginning of September and it’s “back to school” time. As we work to put our children in the best possible position to be well-prepared and successful students, we need to do the same for ourselves and our spouses or significant others. There are certainly valid reasons for not getting married, […]

Luellen Lockwood, MBA, CPA, EA | September 15, 2016

The Batteries of our Life Plan

The Batteries of Our Life Plan With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors.  Also, with spring comes tax time.  So, as we work on completing and filing our tax returns, this is a great time to make sure the “batteries” for our […]

Luellen Lockwood, MBA, CPA, EA | April 20, 2016

Running to Stand Still

Trying to correctly time your entry point to the market is never easy. Just ask the experts.

Luellen Lockwood, MBA, CPA, EA | March 28, 2014

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