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Money Matters
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Your Guide to Post-Election Financial Planning
25 Nov 2020 by: Matt Showley
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A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

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What To Do With Your Old 401(k)
23 Nov 2020 by: Matt Ryan
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Have you recently left a job or anticipate you’ll switch employers soon? Part of your exit checklist should include what you will do with your…

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1031 Exchange Overview on 10/31
31 Oct 2020 by: Kim Benson
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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…

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OUT & ABOUT – OCTOBER 2020
30 Oct 2020 by: CCMI

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

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The 2020 Election and Your Investment Portfolio

Have you found yourself reading news headlines and reviewing your investment portfolio with a bit more scrutiny lately? We understand. This year has come with…

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Do You Need a Financial Advisor?
19 Oct 2020 by: Matt Ryan
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Managing your finances in a purposeful and strategic way is essential to help you reach the long-term goals you’ve outlined for your family, career, and…

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Do You Own RTX, CARR, OTIS or Any Other Company Stock In Your 401(k)?
1 Oct 2020 by: Kim Benson
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Today, many Americans rely on 401(k)s as their retirement savings plan. Unlike a traditional pension plan, these plans leave much of the decision-making to employees…

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Out & About – September 2020
30 Sep 2020 by: CCMI

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…

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Payroll Tax Holiday – What Business Owners, Employees, and Retirees Need to Know
29 Sep 2020 by: Brian Matter

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…

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How to Increase the Value of Your Business and Exit Your Company Successfully
22 Sep 2020 by: Matt Showley
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If you’re a business owner who is ready to exit your company, there are steps you can take to increase the value of your business…

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