May is National Mental Health Awareness Month and we celebrate the importance of mental health, especially as we partner with clients to make important financial…

One of our jobs as CERTIFIED FINANCIAL PLANNER™ professionals is to tie up loose ends for our clients. We like to help clients plan ahead,…

Companies continue to struggle due to the pandemic, with many having to lay off employees. You may find yourself on the other side of a…

Did one of your New Year’s resolutions include a significant financial goal, like buying a home or investing for the first time? The beginning of…

We always have something to be grateful for, even during what has been a noteworthy 2020, to say the least. While it was out of…

At this time of year, 10/31 means Halloween, but in the financial world, it reminds us of a common strategy in real estate called a…

Sunday August 30th was National Grief Awareness day.  Grief comes in all forms and happens when there is a separation or change from something familiar. …

This week we are continuing our spotlight series with Kim! What is a day in your CCMI life like? My day starts early so I…

Since the Tax Payer Relief Act of 1997, Roth accounts have been a widely sought out account type for working individuals of all ages. As…

  A late Thanksgiving seemed to accelerate us into the holiday season this year.  As we now find ourselves well into the holidays, it can…