Amid recent RTX workforce reductions, employees are facing the uncertainty of a potential layoff — a reality for many highly specialized professionals across similar industries….

As a former RTX employee who now specializes in financial planning for RTX employees and executives, I’ve seen firsthand how complex the company’s compensation and…

At the Firm The CCMI team was busy rebalancing accounts and preparing quarterly reports in April as well as helping clients prepare for filing taxes….

What Is a Mega Backdoor Roth and How Does It Work? — With Tips for RTX Employees If you’re a high-earning professional in California, your…

Key Takeaways: Dexcom is a medical device company that issues restricted stock units (RSUs) to its employees, with vesting over three years and quarterly and…

If you’re a high-earning RTX executive, you may have company benefits and equity compensation that add a layer of complexity to your finances. Knowing how…

Open Enrollment is a critical period for employees to make key decisions about their healthcare benefits for the upcoming year. Based in San Diego, the…

At the Firm Brian attended a PIMCO Municipal Bond Due Diligence meeting at its local office in San Diego to understand PIMCO’s current view on…

When working with RTX (Raytheon Technologies) employees, we often walk them through an annual review of their RTX Savings Plan, the company’s 401(k) plan, and…

Tax season may be behind us but it’s not time to file away your documents yet. Before those papers start collecting dust, remember this time…