Money Matters
Last Week Tonight with John Oliver: Retirement Plans & Financial Advisors
22 Jun 2016 by: jhurley

Recently a late night show on HBO took on the subject of financial advisors and retirement plans.  Last Week Tonight with John Oliver, a witty…

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21 Jun 2016 by: jhurley

Planning for life after work is a process, rather than merely an event. Preparing for financial independence later in life involves envisioning what your life…

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Go Green in 2016
8 Jun 2016 by: jhurley

This year, CCMI is attempting to go more green. Some of the changes we’ve adopted include transitioning to an online only newsletter, emailing more correspondence,…

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The Family Vacation Home-Haven or Havoc?
1 Jun 2016 by: jhurley

For many families, great memories have been made spending time off together at a family retreat, cabin, or vacation home.  Normally, this is a property…

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Buying vs. Leasing – It’s a Matter of Priorities
19 May 2016 by: jhurley

Clients frequently ask us what they should do when thinking about buying versus leasing a car. Like many topics in financial planning, it depends on…

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Money Can’t Buy Happiness… Or Can It?
11 May 2016 by: jhurley

We all know that money can’t buy you happiness, right?  As it turns out, this is not exactly true. A recent study by University of…

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Home Alone or Failure to Launch?
2 May 2016 by: jhurley

The after-college situation has changed a great deal from a generation ago. At least 66% of college graduates earn their degree by taking on a…

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What to Keep/What to Toss
18 Apr 2016 by: jhurley

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…

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Good Money Manners Can Be “Caught” As Well As “Taught”
13 Apr 2016 by: jhurley

Becoming a parent or a grandparent comes with many new responsibilities, one of which is to help raise financially literate children and grandchildren.  Here are…

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Why Entrepreneurs Need a Cash Cushion
7 Apr 2016 by: jhurley

Entrepreneurs are risk takers.  We’ve found that entrepreneurs tend to accumulate the most wealth, but many of them also have some of the biggest capital…

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