divider
Money Matters
divider
Out & About – August 2021
31 Aug 2021 by: CCMI

At the Firm CCMI welcomed Tina Vieregg to the team in August. She brings a wealth of experience to CCMI. We look forward to Tina…

Read More >
Value Acceleration in Your Business – The Triggering Event
27 Aug 2021 by: Brian Matter

The Goal = A Successful Business Exit The Strategy = Focusing on Creating Business Value in Addition to Income Where to Start? = You may…

Read More >
Planning to Fill Out the FAFSA? 5 Recent Changes to Know
26 Aug 2021 by: Sheila Hoopes

It’s never too early to start thinking about paying for college and filling out what many families rely on, the FAFSA.  What is the FAFSA?…

Read More >
Five Money Mistakes Couples Make and How to Overcome Them
24 Aug 2021 by: Matt Ryan
, , ,

  Communication in a relationship where finances are shared is paramount to ensuring you and your partner are on the same page. Money can be…

Read More >
Out & About – July 2021
29 Jul 2021 by: CCMI

At the Firm July has been a busy month in the CCMI office, as many clients have elected to come by for in-person meetings. Our…

Read More >
Four Key Questions to Ask When Starting Your 401(k)
28 Jul 2021 by: Matt Showley
,

If you’ve started a new job, your company may have offered you an employer-sponsored 401(k), a low-stress savings vehicle that’s familiar to many professionals. What’s…

Read More >
Five Documents to Begin Building Your Estate Plan
27 Jul 2021 by: Matt Ryan
,

Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

Read More >
Out & About – June 2021
29 Jun 2021 by: CCMI

At the Firm The CCMI team has been busy preparing for the reopening of our office to clients. As rules allow and as our building…

Read More >
Intellectual Capital Makes All the Difference in Your Ability to Sell Your Business
24 Jun 2021 by: Brian Matter

Many business owners believe their business will sell overnight. When they finally go to market to find a buyer, those same owners are often surprised…

Read More >
How to Manage Your Stock Options When You Leave a Company
22 Jun 2021 by: Matt Showley
, , ,

When you decide to leave a company, there is generally a checklist of items you need to accomplish before you depart. If you’ve been awarded…

Read More >