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Spotlight: Brian Matter
27 Feb 2020 by: Brian Matter

Continuing our Spotlight Series, today we are sharing about Brian Matter. What is a day in your CCMI life like? Every day is different.  Most…

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Millennial Tax Problems
25 Feb 2020 by: Matt Ryan

Completing your tax return can be tough and may feel like getting caught in a tax tornado of deadlines, deductions, credits, withholdings, income, and schedules….

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Roth Strategies for 2020
7 Feb 2020 by: Kim Benson

Since the Tax Payer Relief Act of 1997, Roth accounts have been a widely sought out account type for working individuals of all ages. As…

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Spotlight: Matt Showley
31 Jan 2020 by: Matt Showley

What is a day in your CCMI life like? My day begins by helping my wife get our kids ready for school.  After I give…

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The SECURE Act – how might it affect me?
15 Jan 2020 by: Brian Matter

The SECURE Act stands for “Setting Every Community Up for Retirement Enhancement” and is the most significant change to retirement plan policy in over a…

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2020’s Dates to Remember
7 Jan 2020 by: Matt Showley

As we prepare for this new year and new decade, we wanted to summarize and share some important dates to remember. While we enjoy staying…

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Tips to Reduce Holiday Stress
18 Dec 2019 by: Kim Benson

  A late Thanksgiving seemed to accelerate us into the holiday season this year.  As we now find ourselves well into the holidays, it can…

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Volatility: Market versus Investor
4 Dec 2019 by: Matt Showley

At Schwab’s recent IMPACT conference in November, there was a presentation about a concept called “investor volatility,” which is different than market volatility.  Here’s an…

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Schwab’s IMPACT Conference Takeaways
21 Nov 2019 by: Brian Matter

Brian, Matt S., Matt R. and Kim all attended various sessions of the Schwab IMPACT conference held in San Diego in early November.  As a…

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Health Savings Accounts (HSAs) – What do I need to know?
15 Nov 2019 by: Matt Ryan

Dating back to the early 2000s, Health Savings Accounts (HSAs) have become a popular strategy for paying for medical expenses. HSAs are tax-advantaged medical savings…

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