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Retirement Planning Category
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A Guide to Comprehensive Retirement Planning

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…

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Raytheon Technologies 401(K): 3 Scenarios Employees Should Consider

Comprehensive retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. These situations may feel concerning, especially…

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Pros and Cons of Retiring in San Diego

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

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Hold Company Stock? Avoid These 6 Costly Tax Mistakes Before Retirement

More employers are offering equity options within their compensation plans to retain top talent and incentivize performance. From managing your tax liability to your overall…

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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…

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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…

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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…

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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…

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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…

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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…

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