So you’re heading off to college? College often becomes a crash course in learning to be a “grown up.” Using social media vernacular, you will be…

College is absolutely an investment of both time and money! How do you know if you are getting the best return on your investment on…

A family friend had recently retired and finally had his dream home – on a golf course.  This was the kind of course where he…

This is a major question facing Americans who are approaching age 62. Should you apply for benefits as early as possible and get as much…

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 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…