Since October is cybersecurity month, we wanted to share this article adapted from Schwab’s Data Breach flyer about the necessary action steps to take after your…

Open enrollment is a period of time, generally a few weeks a year, that provides you the opportunity to adjust your employee benefits.  Unless you…

While most W-2 employees are not focused on taxes in the fall, we think they should be.  If you aren’t withholding enough taxes from your…

Emotions run high when markets are low. As an investor in the market, it is important to remind yourself that there will be times of…

“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…