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Money Matters
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OUT & ABOUT SEPTEMBER 2026
29 Sep 2026 by: CCMI

At the Firm The CCMI team enjoyed a Spanish tapas lunch out of the office to celebrate the third quarter birthdays: Brian, Monica, Jessica, and…

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VEST: What to Consider When Your RTX RSUs Vest
26 Sep 2026 by: Kim Benson
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As an RTX employee or tech professional, restricted stock units (RSUs) may be part of your executive compensation package. Understanding how to manage your RSUs…

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How to Maintain Financial Independence in Marriage

This year, my book club read Strangers: A Memoir of Marriage by Belle Burden. Without spoiling the plot, let me say the book sparked a…

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OUT & ABOUT AUGUST 2026
28 Aug 2026 by: CCMI

At the Firm Brian’s daughter Emma has been interning at CCMI and helping create video content to go along with various blog posts. Be on…

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RTX Open Enrollment: What Employees Need to Know About Critical Benefits Decisions

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…

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Are Biotech RSUs Better Than a Higher Salary?

Are Biotech RSUs Better Than a Higher Salary?  As a new generation enters the workforce, in-demand fields such as biotech are competing for top talent….

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RTX Planning Playbook: The 5 Steps To Take When Facing a Layoff
31 Jul 2026 by: Kim Benson

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

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Your Retirement Checklist: Steps To Take

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

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OUT & ABOUT JULY 2026
30 Jul 2026 by: CCMI

The CCMI team completed our annual all hands business planning day in July.  The team gathered in a conference room at the Scripps Institute of…

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What Are Trump Accounts? A Financial Planning Guide to the New 530A Child Savings Accounts
30 Jun 2026 by: Alana Hall
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Beginning on July 4, families can start contributing to a new savings vehicle for children known as a “Trump Account” under Section 530A. For some…

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