From birthday car parades to elbow bumps instead of handshakes, the COVID-19 pandemic has forced us to reevaluate, adapt, and change how we interact in…

Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…

Here are five tips for young professionals who are looking to successfully build their financial foundations. The younger you are when you start saving and…

As we near the halfway point in 2020 and look back at the past six months, a lot has changed. With the passage of the…

CCMI invited speaker and author Amy Florian to present in a virtual session to clients and friends of the firm. Amy’s message aimed to help…

Would you want to identify potential issues with your health before they happen?  If due to your genetic makeup you had a higher chance of…

Continuing our series of posts about planning in the age of COVID-19 and following last month’s blog on how Medicare applies to COVID-19 treatment, it’s time to…

While we hope that at some point a therapy and ultimately a vaccine will be developed to address the COVID-19 pandemic, we must also prepare…

Successful investing isn’t always based on picking the right stock, bond, region, sector, or strategy. More often, successful investing is linked directly to your behavior…

Completing your tax return can be tough and may feel like getting caught in a tax tornado of deadlines, deductions, credits, withholdings, income, and schedules….