Articles and resources related to Retirement Planning.
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.
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.
How investors can measure success in the midst of volatility.
NUA tax strategies should be considered if you hold your employer’s stock in your retirement plan.
Financial plans should be customized to meet each investor's unique financial goals.
Inflation is one of the largest risks facing retirees. Learn how CCM manages for inflation risk.
Before you make the leap to retirement, here are four things to consider.
No inflation conversation is complete without considering gold. Why we prefer not to allocate to gold.
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.
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.
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.
By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.
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.
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.