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About
Ben is a financial advisor and the owner of Lock Wealth Management, an RIA firm. With over 10 years of investment industry experience working at top investment firms, Capital Group and Invesco, he's had the privilege of supporting thousands of investors and financial advisors, from individuals building wealth to those managing substantial portfolios. This journey has given him the insight and expertise to help clients at all stages of their financial journey.
Fact-Checked Articles by Ben Loughery, CFP®, CRPC™
Bridging the Retirement Gap: What to Know
Updated Feb 18, 2025
Retiring before you’re eligible for Social Security or accessing tax-advantaged accounts can be hard. We explain how to navigate the bridge period.
Where Should You Retire? Factors to Consider
Updated Feb 22, 2025
How can you decide where to retire? We outline essential factors to consider as you map out preferred places to live.
5 Signs It’s Time to Retire
Updated Feb 18, 2025
When should you consider retirement? We break down five signs it may be around the corner, including the insights of three experts.