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.
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!
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.
Please enjoy this 2019 Annual Market Review!
broadridgeadvisor.com Our annual market video recaps 2019 and looks at what might drive the markets in 2020.
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.
pcmag.com Hackers gained access to customer personal information and payment details for a week.
In addition to an identify theft protection service, here are a few ways to protect yourself against identify theft.
forefieldkt.com There are steps you can take to protect yourself against identity theft.
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.
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. :)
fa-mag.com At many of these schools, students spend a lot of time drinking and living the "Greek Life."
An HSA could be a great way to mitigate health-care cost concerns during retirement.
forefieldkt.com Find out how a health savings account could help strengthen your retirement plan.
October Market Summary
forefieldkt.com Despite signs of slowing economic growth, stocks climbed higher in October.
Ever wonder what the impact of a 529 plan account is on financial aid?
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...
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.
forefieldkt.com Balancing your 401(k) and HSA contributions requires careful thought and strategic planning.
Enjoy this brief Q3 market review!
forefieldkt.com See what the market did in Q3 2019 in our latest market video.
Before you retire, its nice to have current retirees say what they wish they had done differently. Good to know.
forefieldkt.com Considering the regrets of current retirees may help you avoid the same mistakes.
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.
yahoodatabreachsettlement.com Yahoo! Inc. Customer Data Security Breach Litigation Settlement
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.
forefieldkt.com See what's new in the world of college.
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.
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.
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!
lockeadvisoryservices.com In providing our clients with an umbrella of comprehensive services, we offer tax preparation and planning services for individuals.
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:
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 Just added lots of new informative and interesting content: 2018 IRA and retirement plan limits, stock market summaries and financial planning infor…
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...
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, Saving for College
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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
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
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Locke Advisory Services LLC
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At Horizon Ridge Wealth Management, we believe financial planning is more than just numbers…it’s your roadmap to the life you want. We help you invest wisely, sell a business, plan for retirement, navigate divorce, manage taxes, & a lot more.
I am a the owner of Agile Insurance Services
Provider of tax services for businesses and individuals. Specialist in IRS problem resolution included notices, audits and other issues.
Welcome to the Abich Financial Services Facebook business page. We are glad you are here! The purpose of this page is to provide information on how to protect, save, and grow money.
We help you get the right set up in accounting set-ups, taxes, IRS representations, consulting services, and much more!