Author Archive

Meet the Firm’s Successors

CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified…

How a Young Investor Quarterbacks Their Financial Future

By Matt Ryan Congratulations! You have landed your first job! Now what do you do with that first paycheck? It may be the largest check…

Thinking About a New Career Direction in 2017? Here’s How to Prepare For Your Own Business

If you’ve ever fantasized about quitting your job and starting a business, you’re certainly not alone. But it’s definitely not something to do on a whim….

Why Hold Family Meetings?

Having regular family meetings can provide a way for a family to take time out of their busy lives to listen and talk to each…

The CCMI Axioms for Sound Financial Fitness for the Business Owner

What follows is a short list for business owners to reference to develop and maintain their financial fitness. Usually, interest in an enterprise is a…

New Year’s Resolutions

So the confetti is gone, the champagne has been consumed, the fancy clothes are back on the hangers and now you are wondering what you…

Think you don’t need disability insurance? Think again!

Long-term disability payments don’t replace your salary; they provide a buffer—usually 60% of your salary. That means that most recipients have to adjust their lifestyles…

A Gratitude Challenge

Generally, the focus of our blogs and monthly newsletter is on all things financial. Additionally, we try to offer helpful information such as cybersecurity tips,…

The Most Wonderful Time of the Year….Tax Planning Time!

With the holidays in sight, it is not likely that you are focusing on tax planning now. However, with the end of 2016 quickly approaching,…

The Top 10 Highest Paying College Degrees

Making money! Almost every college student dreams of a high paying career right out of college. Financial Advisor Magazine released this article in their November 8th e-newsletter,…