As you are planning for retirement and in those first years in retirement, several key factors must be considered, including where you’ll retire, how to…

President Trump recently introduced new tariffs on nearly all major trading partners. The administration reasoned that the tariffs will help offset trading imbalances and encourage…

At the Firm The CCMI team is pleased to announce that Alana Hall is now a CFP® certificant! Alana passed the test a while ago…

At the Firm CCMI finished its Healthy Living 8 Week Challenge that we started in January and Monica was the winner with the most effort…

Are you a high-income earner at RTX (Raytheon Technologies) maximizing your pre-tax or Roth contributions to your RTX 401(k) over and above that valuable employer…

With the start of President Trump’s second term, investors are closely watching to understand how his administration might impact markets, the economy, and long-term investments….

New Year’s resolutions to eat healthy or learn a new skill may come around once a year but there are some habits worth picking up…

Before he left office, President Biden signed the Social Security Fairness Act, which repealed the Windfall Elimination Provision and the Government Pension Offset. The new…

At the Firm CCMI hosted a webinar with Michael Townsend where we got a Washington insider’s perspective on what changes are taking place with the…

Staying on top of your financial plan doesn’t end with your retirement date. There are specific milestones to be aware of, such as reaching the…