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Money Matters
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Using the Spousal IRA to Keep Retirement on Track During the Great Resignation
29 Sep 2022 by: Sheila Hoopes
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In a blog post last year on Financial Tips for the Great Resignation, CCMI’s Tina Vieregg, CFP®, BFA™ wrote about many workers resigning from their…

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OUT & ABOUT – SEPTEMBER 2022
28 Sep 2022 by: CCMI
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At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

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Get to Know You: Meet CCMI’s Newest Principal and Owner, Kim Benson
31 Aug 2022 by: CCMI
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CCMI Principal and Owner, Kim Benson, CFP®, CPA, CeFT®, has always had a passion for helping others and guiding them in their financial decisions, something…

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Raytheon Technologies Employees: Should you change your 401(k) contribution or allocation?

It is not a secret that the stock market had a rough start to the year. Sometimes when we see our balances going down, we…

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OUT & ABOUT – AUGUST 2022
29 Aug 2022 by: CCMI

At the Firm Matt and Brian met with the CCMI team for annual performance reviews in early August. The team is also working on updating…

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Three Topics Retirees Should Discuss Before Returning to Work

Retirees Returning to Work: Have You Considered These Three Factors? A second-act or encore career is a common pursuit of retirees or near-retirees following decades…

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Get to Know You: Meet CCMI Advisor Matt Ryan
26 Jul 2022 by: CCMI
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CCMI Advisor Matt Ryan, CFA, CFP® loves helping clients make smart financial decisions so they can comfortably pursue their passions with the peace of mind…

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Out & About – July 2022
25 Jul 2022 by: CCMI

At the Firm CCMI hosted our compliance attorney from New Jersey for a mock audit. While there are always areas to improve upon, the attorney…

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Get to Know You: Meet CCMI’s Principal and Owner, Brian Matter
29 Jun 2022 by: CCMI
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Brian Matter, CFP®, CPWA®, CEPA, principal and owner of CCMI, is committed to being a lifelong partner with CCMI clients through all their highs, such…

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Out & About- June 2022
28 Jun 2022 by: CCMI

At the Firm The CCMI team hosted a webinar with cybersecurity expert Jim Stickley. The event was well attended and Jim came through with good…

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