Retirement Planning
Articles and resources related to Retirement Planning.
So, You Want to Retire?
As a financial advisor with more than 30 years of experience, Katy Vermeer, CFP®, shares what's on her mind as she anticipates her own retirement.
529 Plans Enhanced by SECURE ACT 2.0
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.
Are We There Yet? Navigating Volatility.
How investors can measure success in the midst of volatility.
NUA: A Tax Strategy for Retiring With Employer Stock
NUA tax strategies should be considered if you hold your employer’s stock in your retirement plan.
Why Do We Invest?
Financial plans should be customized to meet each investor's unique financial goals.
Planning for Inflation
Inflation is one of the largest risks facing retirees. Learn how CCM manages for inflation risk.
Retiring This Year? Read This First.
Before you make the leap to retirement, here are four things to consider.
Is Gold the Best Way to Protect Against Inflation Risk?
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Charitable Remainder Trusts: A Win-Win Strategy for Donors and Charities
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.
Should I Contribute to a Roth 401(k) Instead of the Traditional 401(k)?
With many employer-based retirement plans (i.e. 401(k) or 403(b) plans) now offering a choice between making contributions into a Roth or a Traditional option, a conversation we frequently have with clients centers on the difference between contributing to one versus the other.
The Power of Budgeting
A budget is one of the most basic and powerful financial tools available. It can serve as a road map, helping to create a pathway between where you are and where you want to be. Regardless of your age or stage of life, a budget can be a central component of meeting your financial goals.
Retirement Planning: Reflecting on the Journey
By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.
Retirement Spending: Don't Leave the Best for Last
By working with our integrated wealth management team, retirees are able to see the reality of their financial security, which often opens up the conversation, and brings to light the opportunity, of being more impactful with that wealth today.
Who Are You Investing For?
The importance of a custom financial plan is important. At every turn, you should have clarity in who you're investing for and what strategies will help you best meet your goals.
Making Sound Money Decisions Decade by Decade
Learn about the big mistakes that can really hold us back from accomplishing our financial goals.