Lockman Financial Planning

Lockman Financial Planning

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Providing knowledge and experience to those who have enough on their plate and whom desire a simpler path in meeting their long term dreams is my passion!

Wharton's Jeremy Siegel on Trump tariffs: This is the biggest policy mistake in 95 years 04/04/2025

Its difficult to know if this is the time to worry or if this is just another blip on the course of long term investing. I do know having worked in the industry for almost 25 years, is that we all have a sleep at night factor. Funds we can afford to deal with going through the ups and downs and those we may wish to offset that risk. Concerned? May be time to reassess you and your family's overall financial health. Until then enjoy the ride!

Wharton's Jeremy Siegel on Trump tariffs: This is the biggest policy mistake in 95 years Jeremy Siegel, professor emeritus of finance at University of Pennsylvania’s Wharton School of Business and Wisdom Tree chief economist, joins 'Squawk Box' t...

A decades-long commitment to mental health positions Bees gymnastics team for success, win or lose 03/02/2024

Great article about one of the most successful youth sports program in the area! Overcoming obstacles when you are young is extremely helpful later in life. Happy Saturday!

A decades-long commitment to mental health positions Bees gymnastics team for success, win or lose The Bees are pursuing their 21st consecutive state title today, at the OHSAA Gymnastics State Tournament in Hilliard, Ohio. It’s the kind of achievement that brings to mind the most intense of athletic training regimens. But the Bees gymnasts credit their enduring success to the mental and emotion...

SECURE 2.0 Provides New Retirement Savings Options in 2024 01/03/2024

You don't come to Facebook for numbers but for some, the Secure Act 2.0 brings some changes in 2024. Happy New Year!

SECURE 2.0 Provides New Retirement Savings Options in 2024 Many changes to tax laws related to retirement savings take effect in 2024.

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Cleveland, OH