Financial Planning Category
5 Money Tips For Young Professionals
29 Jun 2020 by: Matt Ryan

Here are five tips for young professionals who are looking to successfully build their financial foundations. The younger you are when you start saving and…

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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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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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Are You and Your Family Prepared?
16 Oct 2019 by: Kim Benson

We’ve recently seen news about intentional power outages in Northern California due to high winds creating a potential fire hazard. These Santa Ana winds often…

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Nine Pointers to Prepare for a Successful Retirement
29 May 2019 by: Kim Benson

  Your mid-fifties is the ideal time to start planning for life after work, sometimes called “retirement”. At CCMI, we prefer to call the years…

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Six Money Tips for the Young Professional

If you are just graduating or getting started in the workforce, here are six quick and easy tips on how to get started on the…

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What to Keep/What to Toss
19 Apr 2018 by: Kim Benson

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 invades…

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CCMI’s Cyber Security Breakfast Takeaways
27 Mar 2018 by: Brian Matter

  On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security…

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Where Do I Start? How to Begin Your Financial Journey
16 Mar 2018 by: Matt Ryan

  We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I…

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Can’t Buy Me Love (or Happiness)?
14 Feb 2018 by: Kim Benson

We all know that money can’t buy love, right? But . . . can money buy happiness? A study by University of Michigan economists Betsey…

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