Staying on top of your financial plan doesn’t end with your retirement date. There are specific milestones to be aware of, such as reaching the…

Navigating healthcare costs in retirement can be challenging, particularly in San Diego, where the combination of high living expenses and evolving medical needs makes careful…

Running a business means juggling many hats, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…

As a business owner, you’ve meticulously planned every aspect of growing your business. However, working with entrepreneurs in San Diego, we’ve found many business owners…

If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…

Your wealth and ability to manage your finances play a significant role in your confidence as you transition through different stages of life, and in…

Pre-retirees who are about five years away from retirement are at a pivotal juncture in their financial lives. You’ve already shown foresight by developing a…

A comprehensive retirement plan includes the financial and mental preparation required to fulfill your post-career life. However, to achieve the retirement you imagine, you must…

The career of CCMI advisor Tina Vieregg CFP®, BFA™, has been a journey that has refined her skills, client relationships, and perspective on what gives…

“The Great Resignation,” also known as “The Big Quit,” is a phenomenon that has many workers resigning from their jobs after months of being at…