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Money Matters
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17 Questions to Ask Yourself About Your Money
15 Feb 2017 by: jhurley

What’s important about money? One of the toughest aspects of embarking on the financial planning process is recognizing how your personal style, money mindset, and…

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The College “Money Talk”
8 Feb 2017 by: jhurley

Having the “money talk” with your teenager about college costs can be daunting. It’s easier if you have been educating your child about money matters…

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Meet the Firm’s Successors
25 Jan 2017 by: jhurley

CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified…

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How a Young Investor Quarterbacks Their Financial Future
23 Jan 2017 by: jhurley

By Matt Ryan Congratulations! You have landed your first job! Now what do you do with that first paycheck? It may be the largest check…

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Thinking About a New Career Direction in 2017? Here’s How to Prepare For Your Own Business
18 Jan 2017 by: jhurley

If you’ve ever fantasized about quitting your job and starting a business, you’re certainly not alone. But it’s definitely not something to do on a whim….

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Why Hold Family Meetings?
12 Jan 2017 by: jhurley

Having regular family meetings can provide a way for a family to take time out of their busy lives to listen and talk to each…

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The CCMI Axioms for Sound Financial Fitness for the Business Owner
10 Jan 2017 by: jhurley

What follows is a short list for business owners to reference to develop and maintain their financial fitness. Usually, interest in an enterprise is a…

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New Year’s Resolutions
4 Jan 2017 by: jhurley

So the confetti is gone, the champagne has been consumed, the fancy clothes are back on the hangers and now you are wondering what you…

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Think you don’t need disability insurance? Think again!
22 Nov 2016 by: jhurley

Long-term disability payments don’t replace your salary; they provide a buffer—usually 60% of your salary. That means that most recipients have to adjust their lifestyles…

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A Gratitude Challenge
17 Nov 2016 by: jhurley

Generally, the focus of our blogs and monthly newsletter is on all things financial. Additionally, we try to offer helpful information such as cybersecurity tips,…

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