Author Archive
Using the Spousal IRA to Keep Retirement on Track During the Great Resignation
In a blog post last year on Financial Tips for the Great Resignation, CCMI’s Tina Vieregg, CFP®, BFA™ wrote about many workers resigning from their…
The Risk of Delegating Your Estate Planning to the State
At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…
Planning to Fill Out the FAFSA? 5 Recent Changes to Know
It’s never too early to start thinking about paying for college and filling out what many families rely on, the FAFSA. What is the FAFSA?…
Retirement Savings Plans for Businesses: CalSavers and the SECURE and CARES Acts
Did you know that 59 percent of working-age Americans have no retirement savings at all according to a 2018 report from the National Institute on…