divider
Retirement Planning Category
divider
How to Develop Structure, Purpose, and Community Before Retirement

There’s no doubt that your wealth and ability to manage your finances play a significant role in your confidence as you transition through different stages…

Read More >
5 Steps Retirees Should Take to Manage the Risks of High Inflation
25 Oct 2022 by: Matt Showley

Everyone is feeling the pinch of higher inflation, especially the rising costs of goods from groceries to gas. However, groups such as retirees face a…

Read More >
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…

Read More >
Raytheon Technologies Employees: Should you change your 401(k) contribution or allocation?

It is not a secret that the stock market had a rough start to the year. Sometimes when we see our balances going down, we…

Read More >
Three Topics Retirees Should Discuss Before Returning to Work

Retirees Returning to Work: Have You Considered These Three Factors? A second-act or encore career is a common pursuit of retirees or near-retirees following decades…

Read More >
Sailing Into Retirement—A Safety Checklist
23 Feb 2022 by: Tina Vieregg

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…

Read More >
Inflation and Retirement Planning
29 Dec 2021 by: Matt Showley

Recent data shows that inflation is now at its highest level in 39 years, with the 12-month inflation reading now at 6.8% as of November…

Read More >
Is a Traditional or Roth 401(k) Right for You?
22 Dec 2021 by: CCMI

Whether you have just started saving for retirement, have changed jobs and want to switch up your retirement options, or are exploring new tax-efficient investment…

Read More >
Four Key Questions to Ask When Starting Your 401(k)
28 Jul 2021 by: Matt Showley

If you’ve started a new job, your company may have offered you an employer-sponsored 401(k), a low-stress savings vehicle that’s familiar to many professionals. What’s…

Read More >
National Small Business Week: CalSavers Registration Reminder

May 2 kicked off National Small Business Week, which celebrates the role small businesses and entrepreneurs have in building our country’s economy. According to the…

Read More >