“To boldly go where no man has gone before.” While Star Trek’s Captain Kirk may or may not have been a savvy investor, each week,…

  If you have company stock in your 401(k) plan, you should be aware of a potentially valuable tax strategy that could greatly reduce your…

Alan Lakein said, “Failing to plan, means planning to fail.” This quote can be especially true when referring to business succession planning.  While CCMI has…

As baby boomers approach retirement, they often question whether to live debt-free or continue their monthly mortgage payments. Here are a few things to consider….

As if you needed another reason to get out on the links, improving your golf game may just make you a better investor. Here are…

To many, when to claim Social Security benefits is an enigma. At CCMI we help our clients to understand their Social Security options by utilizing…

by Matt Showley, CFP® “I’m deeply sorry to have to tell you that our hotel is overbooked and we no longer have a room available…

It’s time to test your level of financial acumen. Below is a financial literacy quiz we have prepared for different stages of one’s financial life….

“Reinvesting in my business has been the best investment I’ve ever made.  And it’s a good thing, since that is where all my money has…

Now that Tax Day has come and gone, it’s a good idea to take a look at the ever-increasing stack of paper that inevitably invades…