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…

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…

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…

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…

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…

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…

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…

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…

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…

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…