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

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…

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…

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…

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…

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…

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…

At the Firm The CCMI team hosted a webinar with Jeffrey Kleintop, Schwab’s global chief investment strategist. He provided an overview of hot topics in…

“Am I ready to sell my business?”   The Exit Planning Institute’s State of Owner Readiness Survey shows most business owners will not be ready and…

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…