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Retirement Planning Category
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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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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…

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Is a Traditional or Roth 401(k) Right for You?
22 Dec 2021 by: Matt Ryan

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…

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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…

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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…

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Retiring in San Diego? Here Are the Top 4 Considerations

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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What To Do With Your Old 401(k)
23 Nov 2020 by: Matt Ryan

Have you recently left a job or anticipate you’ll switch employers soon? Part of your exit checklist should include what you will do with your…

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