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Money Matters
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6 Tax Changes in 2020 Every Business Owner Should Know About
11 Jun 2020 by: Matt Showley

As we near the halfway point in 2020 and look back at the past six months, a lot has changed. With the passage of the…

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COVID Mental Health Stimulus Package with Amy Florian
22 May 2020 by: Matt Showley

CCMI invited speaker and author Amy Florian to present in a virtual session to clients and friends of the firm. Amy’s message aimed to help…

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Can You Extend Your Healthy Human Lifespan?
20 May 2020 by: Matt Showley

Would you want to identify potential issues with your health before they happen?  If due to your genetic makeup you had a higher chance of…

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Estate Planning Must-Do’s during Coronavirus
14 May 2020 by: Matt Showley

Continuing our series of posts about planning in the age of COVID-19 and following last month’s blog on how Medicare applies to COVID-19 treatment, it’s time to…

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Spotlight: Kim Benson
8 May 2020 by: Kim Benson

This week we are continuing our spotlight series with Kim! What is a day in your CCMI life like? My day starts early so I…

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Spotlight: Matt Ryan
15 Apr 2020 by: Matt Ryan

This week out spotlight series continues Matt Ryan! What is a day in your CCMI life like? The great thing about working at a boutique…

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Medicare & COVID-19
9 Apr 2020 by: Matt Showley

While we hope that at some point a therapy and ultimately a vaccine will be developed to address the COVID-19 pandemic, we must also prepare…

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The CARES Act
1 Apr 2020 by: Brian Matter

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the…

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Six Behavioral Traits that Can Influence Your Investments
23 Mar 2020 by: Matt Ryan

Successful investing isn’t always based on picking the right stock, bond, region, sector, or strategy. More often, successful investing is linked directly to your behavior…

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Spotlight: Monica Larson
19 Mar 2020 by: Monica Larson

This week, our spotlight series continues with Monica Larson, who celebrated her 10 year work anniversary with CCMI last week! What is a day in…

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