A 70-year-old woman answers the phone and hears, “Grandma, this is your grandson Joe.  I’m in jail and need you to send some money so…

At CCMI when we initiate a financial planning project for clients, we won’t necessarily ask the above question quite so bluntly.  However, we do ask…

Congratulations, you’re engaged!  Before you start planning for the wedding, take some time to talk with your intended about the dreaded “M” word- “MONEY”.  Talking…

The massive number of column inches dedicated to business succession planning focus on the legal, tax and business aspects of this lengthy process, which is…

Steve Forbes once said, “You make more money selling advice than following it.  It’s one of the things we can count on in the magazine business…

The beaches are calling as well as vacations, so spending time with your finances probably doesn’t sound very alluring. However, a midyear review of your…

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…

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…

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,…

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…