At the Firm We held our annual business planning meeting on January 8. The meeting was adjusted this year to accommodate the pandemic. The team…

Whether you’ve received a raise at work, eliminated a monthly payment, or generated a new stream of income, a common financial planning question is how…

At the Firm For Giving Tuesday on December 1, each CCMI team member selected a charity to support.  You can read more about which charities…

At the Firm As a follow-up to the October cookie bakeoff, the CCMI team held a chili cookoff competition in November. It was close, but…

  At the Firm We held a chocolate chip cookie baking contest in October. The CCMI team (and spouses) had six entries in the contest,…

At the Firm CCMI is pleased to welcome Abby Baumgartel as our newest team member. She joins the CCMI team after spending the majority of…

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…

At the Firm… The CCMI team continues to work on enhancements to our new website.  We look forward to sharing updates as new features are…

At the Firm… Most of the CCMI team is continuing to work remotely for now, but some team members have slowly started returning to the…