Whether you’re a first-time homebuyer or thinking about upgrading your residence as you expand your family, buying a home is a significant financial decision that…

At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…

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…

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

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?…

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…