Retirement Planning
Articles and resources related to Retirement Planning.
Your Retirement Strategy Deserves a Skilled Guide
November 20, 2024
The key to unlocking opportunities for retirement optimization isn’t just asking the right questions, but understanding where to look to ask those questions.
So, You Want to Retire?
July 17, 2023
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
April 19, 2023
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.
Are We There Yet? Navigating Volatility.
October 17, 2022
How investors can measure success in the midst of volatility.
Net Unrealized Appreciation (NUA): A Tax Strategy for Retiring With Employer Stock
September 28, 2022
NUA tax strategies should be considered if you hold your employer’s stock in your retirement plan.
Why Do We Invest?
August 22, 2022
Financial plans should be customized to meet each investor's unique financial goals.
Planning for Inflation
March 24, 2022
Inflation is one of the largest risks facing retirees. Learn how CCM manages for inflation risk.
Retiring This Year? Read This First.
January 24, 2022
Before you make the leap to retirement, here are four things to consider.
Is Gold the Best Way to Protect Against Inflation Risk?
March 10, 2021
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
August 20, 2020
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)?
July 17, 2019
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
February 28, 2019
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
July 23, 2018
By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.