At the Firm CCMI finished its Healthy Living 8 Week Challenge that we started in January and Monica was the winner with the most effort…

When your day involves jumping from client emergencies to bookkeeping to marketing — all before lunch — retirement planning rarely makes it to the top…

Are you a high-income earner at RTX (Raytheon Technologies) maximizing your pre-tax or Roth contributions to your RTX 401(k) over and above that valuable employer…

With the start of President Trump’s second term, investors are closely watching to understand how his administration might impact markets, the economy, and long-term investments….

New Year’s resolutions to eat healthy or learn a new skill may come around once a year but there are some habits worth picking up…

Before he left office, President Biden signed the Social Security Fairness Act, which repealed the Windfall Elimination Provision and the Government Pension Offset. The new…

At the Firm CCMI hosted a webinar with Michael Townsend where we got a Washington insider’s perspective on what changes are taking place with the…

Staying on top of your financial plan doesn’t end with your retirement date. There are specific milestones to be aware of, such as reaching the…

At the Firm The CCMI team has been busy to start the new year. Along with the typical rebalancing and quarterly report activities, we have…

With 2025 underway, we want to help you stay organized by sharing key dates to remember this year. We understand there is a lot to…