Locke Advisory Services LLC

Dedicated to providing independent wealth management, personal financial planning and tax services to help individuals and families succeed.

Independent Wealth Management, Personal Financial Planning & Tax Locke Advisory Services provides independent wealth management, personal financial planning and tax services. As an independent advisor, the firm is dedicated to helping individuals and families make sound financial decisions, plan for their future and implement appropriate investment strategies. Our first priority is to listen and learn about your dreams and goals, and where you want your life’s journey to go. Our ultimate goal is to help you succeed. The core value of our Firm is our commitment to work in the best interests of the clients we serve. Trust, Independence, Integrity, Competence, Experience. We are dedicated to building trusted, objective and long-term relationships with our clients. We do this by providing independent, personalized, knowledgeable, and comprehensive advice with the highest degree of integrity and customer service. As an independent, fee-only advisor, the Firm does not receive commissions, bonuses or fees related to the purchase or sale of securities, insurance or other products recommended to and purchased by our clients. If you, your family, friends, clients or colleagues are looking for investment management, personal financial planning or individual tax, please contact us at [email protected] and visit www.lockeadvisoryservices.com for additional information. Be sure to follow us for interesting articles, information, commentary and updates.

broadridgeadvisor.com

Tips for Targeting Your Retirement Savings Goal (Feb)

With the start of a new year, its a great time to think about your financial planning and retirement goals. Enjoy and please don't hesitate to reach out if I can help!

https://www.broadridgeadvisor.com/webresourcesview/ContentView.aspx?iplf=ai&iptc=296346&wcKey=8B9F9E24A278108B94C2CA98EFA514C2C03992622E1170854EC9D5AE22D9B23ACEDF6592A3188564EAA21D6982197CA4&platform=li

broadridgeadvisor.com What if you're saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life's toughest challenges, it may help to focus less on the big picture and more on the details.

pcmag.com

Macy's Data Breach Sees Customer Payment Details Stolen

Macy's reveals consumer personal data breach from Dec 7 through Dec 15. You should be vigilant in protecting your personal information and detecting potential misuse.

https://www.pcmag.com/news/372068/macys-data-breach-sees-customer-payment-details-stolen

pcmag.com Hackers gained access to customer personal information and payment details for a week.

forefieldkt.com

Broadridge Advisor Solutions

In addition to an identify theft protection service, here are a few ways to protect yourself against identify theft.

https://www.forefieldkt.com/kt/HtmlNL.aspx/kt/HtmlNL.aspx?pvw=6DE210AC860CA5D2A45EAD5C61A81C5D75658FB774E3D4382DFC7FC75D6460D0A7F83493DD512EC0A6437651CA1C7788D594050EA485F749BE11D4EF5DC78335F2D8172BF2277535410DB569D150813B3E7DDEC2724DC7D07078E8FA782E6C6B961C1D56480FCBBFB44F4A4C821B9795

forefieldkt.com There are steps you can take to protect yourself against identity theft.

www.forefieldkt.com

Should you sign up for an "Identify Theft Protection Service"? First, the name is a bit misleading. The services are really monitoring and recovery services as there's no one service that can safeguard all your personal information. However, an identify theft protection service may be a good option and many companies are starting to offer them as part of their benefits package.
https://www.forefieldkt.com/kt/HtmlNL.aspx/kt/HtmlNL.aspx?pvw=3F2E07253D9F56312079898E1A088FD088566654DE2314EEB64F2D10C31F706A2EABDCFD7CCCFA7FFAA518007EEFEDC54B53E63D282EF098BFE156958FF31C992B6B13C3B45422B21654430DC7A999AF5E44DB47E2FCABBAA0161DC948EF1C8A66DE54B66A80F8743FABA5BEF42CB616

forefieldkt.com

fa-mag.com

Partying Is A Way Of Life At These 10 Colleges

Thinking about where your young adult should attend college? Given the strong academic reputation of some of the schools on this list, maybe beer and alcohol consumption should NOT be on the list of concerns over which college to choose?! Regardless, let's all drink responsibly! Please note that beer and alcohol are not included on the list of qualified education expenses. :)

https://www.fa-mag.com/news/top-10-party-colleges-of-2019-50947.html?section=219&page=10

fa-mag.com At many of these schools, students spend a lot of time drinking and living the "Greek Life."

forefieldkt.com

Could a Health Savings Account Help Strengthen Your Retirement Plan?

An HSA could be a great way to mitigate health-care cost concerns during retirement.

http://www.forefieldkt.com/kt/HtmlNL.aspx?pvw=E3B6CF8F7DAF46397A5F783D7A5CDC207CFDFBF387EDA3B37DB15BD5649F45EF47648BEDFBCFE4FAABA6C277832F0F9BC40BFFA5920E9C72510F5DF8475475039A3915335E51119CAAF9DD9684FC9C5F7FCCBBC9B99FF264CF481678A9A7D852F6E0EBA359AAD2DA37E1FF8CBC2389EE&platform=li

forefieldkt.com Find out how a health savings account could help strengthen your retirement plan.

virginia529.com

Can I Combine a 529 Plan with Financial Aid?

Ever wonder what the impact of a 529 plan account is on financial aid?

https://www.virginia529.com/blog/can-i-combine-a-529-plan-with-financial-aid/?utm_source=marketo&utm_medium=email&utm_campaign=NLOct2019&utm_content=prospects&mkt_tok=eyJpIjoiWmpWaE5UVm1NMlpsTXpZeiIsInQiOiJjUUdCcWVKek9HT3BSXC9wcFZxWFJWVW16Sm04ZDBmTEtqT29PcDNreVY0UnAwRGRZYTJqd2pYUEZzejZhMFJiRzhpNk1ncG9XeEVCbWt2azFWQWRFdExPRUlocHJsUTdFeVV5MGR4bGk3OTY4dzBQVTZZbFNMVnJlXC9IWVwvMkR0MCJ9

virginia529.com More than half of full-time students pay for college with the help of financial aid— a combination of awards including grants and scholarships, work study and loans. But if your family is applying for financial aid and you have a tax-advantaged 529 college savings plan, the impact it can have on t...

forefieldkt.com

Broadridge Advisor Solutions

An HSA is a great way to save for current and retirement medical expenses. Here's a quick read on 401k and HSA retirement savings vehicles and how to balance priorities between the two.

https://www.forefieldkt.com/kt/HtmlNL.aspx/kt/HtmlNL.aspx?pvw=1F522B1DED4A9A0BCE98EE4CF9B27C28CA956E5770937507D4DA1BFE32953B5D5AD8AF71AE05DEDA5DB835D5904262DBECEBFC225FA19D8ABC85ED26B7B79E9C24CD3AAFCF7E2B7E49C06840EB488576E73FE3C433F7C099166130184462A69D9A99A7DF246F5C521A8E068154A6877B&pvt=E4BC97EE748193FAC74DA89582AAFE8B4071893336ACED92ED638DFF702A21D979B509D7B778F214646A88DD269AAB2077EFC64F49E1519EB35A47E2BF2D7D4E6BA708A20EC19192F7908991C891FBBF

forefieldkt.com Balancing your 401(k) and HSA contributions requires careful thought and strategic planning.

forefieldkt.com

Three Regrets of Retirees (Nov)

Before you retire, its nice to have current retirees say what they wish they had done differently. Good to know.

https://www.forefieldkt.com/webresourcesview/ContentView.aspx?iplf=ai&iptc=296346&wcKey=DB520B88D8EC9533867FC0B40BD9BE15AF55B9F1E367BC89D8A433009D3DB6A62639635D328A1E003C128A9098AE5353&platform=li

forefieldkt.com Considering the regrets of current retirees may help you avoid the same mistakes.

yahoodatabreachsettlement.com

Yahoo! Inc. Customer Data Security Breach Litigation Settlement

The Yahoo! Inc. Customer Data Security Breach Litigation Settlement website is up and running to review the settlement and file a claim. The deadline for filing a claim form is Monday July 20, 2020. In general, you can receive a minimum of 2 year of credit monitoring services or a cash payment of as much as $358.80. For more information and to file a claim, visit the website.

https://www.yahoodatabreachsettlement.com/en

yahoodatabreachsettlement.com Yahoo! Inc. Customer Data Security Breach Litigation Settlement

forefieldkt.com

Broadridge Advisor Solutions

Great to see college cost inflation coming under control over the last few years. There's also bipartisan support for additional positive changes to 529 plans. Check out the latest college planning news.
https://www.forefieldkt.com/kt/HtmlNL.aspx/kt/HtmlNL.aspx?pvw=6CAF6AC043DBF9962B3CB400B11B2804A71D6703E3E3B9F7FD4740BE42C4C853B228120252D7C01272A4F35DBBD2AFBA24745F6F44BCE40EC5B1BCA5F9F6C4CC84D83349B13164FD9BC3A308A14CB545D402DFB543E8DFC0B3DAD160E02061A306976A90981CDB7A39F797694DDF3B7D

forefieldkt.com See what's new in the world of college.

youtube.com

Medicare & You: Heart disease

Heart disease is responsible for 1 in 4 deaths in the US. Risk factors include high cholesterol, cigarette smoking, high blood pressure, obesity, inactivity and diabetes. Medicare may be able to help you or your loved ones.
https://www.youtube.com/watch?time_continue=3&v=JxLYWLsxFb0

Get information about how Medicare can help you prevent and detect heart disease. We accept comments in the spirit of our comment policy: http://newmedia.hhs...

Improving retirement savings trends look good but we still have a ways to go. But this survey only covers those who have help from a CPA/PFS. Hard to tell about the rest. This may change with the next downturn if savers get concerned about market, economic and political discourse.

lockeadvisoryservices.com

Locke Advisory Services LLC

Since the beginning when I founded my firm, personal finance education has been an important part of my mission. With this in mind, I have launched a new "Learning Center" section of my website that includes articles, videos, flipbooks, newsletters, market watch information, a tax library, calculators and a glossary. Content changes as new information is available. Enjoy!
www.lockeadvisoryservices.com

lockeadvisoryservices.com In providing our clients with an umbrella of comprehensive services, we offer tax preparation and planning services for individuals.

lockeadvisoryservices.com

Videos | Locke Advisory Services LLC

2017 was a fascinating year for investors given the stock market run, political landscape and many other events. For a video review of the market in 2017, recent updates and interesting articles, be sure to visit these links:

https://www.lockeadvisoryservices.com

lockeadvisoryservices.com Locke Advisory Services LLC (“Locke Advisory Services”) is a registered investment advisor in the Commonwealth of Virginia. This communication is strictly intended for individuals in Virginia. An investment advisor or investment advisor representative may only conduct business with residents.....

linkedin.com

Locke Advisory Services LLC on LinkedIn: “Just added lots of new…

https://www.linkedin.com/feed/update/urn:li:activity:6337319536261365761/

linkedin.com Just added lots of new informative and interesting content: 2018 IRA and retirement plan limits, stock market summaries and financial planning infor…

So You Want to Make an Investment?

https://lockeadvisoryservices.advisorwebsite.com/blog/so-you-want-make-investment

lockeadvisoryservices.advisorwebsite.com "There are literally thousands of stocks, mutual funds, ETFs (Exchange-Traded Funds) and other securities to invest in.\u00a0 Even though ETFs have only been around for a short period of time relative to mutual funds and stocks, there are over a thousand ETFs available and the number is growing ever...

Equifax Breach: Actions to Consider

https://www.lockeadvisoryservices.com/blog/equifax-breach-actions-consider

lockeadvisoryservices.com Equifax today announced a historic data breach where personal data for over 140 million people has been exposed to hackers. Equifax is one of three major credit bureaus. The data breach could have started as early as mid-May 2017, nearly 4 months ago, and was discovered by Equifax on July 29. Dat...

lockeadvisoryservices.com

Celebrating 529 Plans on 529 Day

https://www.lockeadvisoryservices.com/blog/celebrating-529-plans-529-day

lockeadvisoryservices.com Celebrating 529 Plans on 529 Day, Saving for College

Locke Advisory Services LLC's cover photo

lockeadvisoryservices.com

Risk Tolerance and Investing Emotion Go Hand-in-Hand

https://www.lockeadvisoryservices.com/blog/risk-tolerance-and-investing-emotion-go-hand-hand

lockeadvisoryservices.com A common saying about investing is “buy low and sell high”. Sounds simple, doesn’t it? Ironically, markets often decline dramatically partly because investors become emotional and “bail out” by doing just the opposite: selling low. And many investors feel emboldened during market advances, buying...

lockeadvisoryservices.com

Q1 2017 US Equity Market Off to a Strong Start

https://www.lockeadvisoryservices.com/blog/q1-2017-equity-market-strong-start

lockeadvisoryservices.com Q1 2017 US Equity Market Off to a Strong Start

lockeadvisoryservices.com

Three Ways to Lower Your Insurance Costs This Year

https://www.lockeadvisoryservices.com/blog/three-ways-lower-your-insurance-costs-year

lockeadvisoryservices.com When reviewing your auto, home and health insurance coverage, you might be surprised by how many ways you can save costs.

Locke Advisory Services LLC

Locke Advisory Services LLC's cover photo

Locke Advisory Services LLC

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19879 Mellon Circle
Ashburn, VA
20147

Opening Hours

Monday 09:00 - 19:00
Tuesday 09:00 - 19:00
Wednesday 09:00 - 19:00
Thursday 09:00 - 19:00
Friday 09:00 - 19:00
Saturday 10:00 - 14:00
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