Popular Topic(s): tax planning
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…

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…

The Benefits of Using a Donor Advised Fund for Your Charitable Donations

CCMI’s Matt Ryan, CFA, CFP®, recently provided insight to the San Diego Ronald McDonald House regarding Donor Advised Funds (DAFs), their many tax benefits, and…

What is a Financial Plan, and Why Should You Build One?

 We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to…

Year-End Tax Tips for Business Owners

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…