Popular Topic(s): Retirement
Your Guide to Post-Election Financial Planning

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

What To Do With Your Old 401(k)

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…

Do You Need a Financial Advisor?

Managing your finances in a purposeful and strategic way is essential to help you reach the long-term goals you’ve outlined for your family, career, and…

Retirement Savings Plans for Businesses: CalSavers and the SECURE and CARES Acts

Did you know that 59 percent of working-age Americans have no retirement savings at all according to a 2018 report from the National Institute on…

Nine Pointers to Prepare for a Successful Retirement

  Your mid-fifties is the ideal time to start planning for life after work, sometimes called “retirement”. At CCMI, we prefer to call the years…