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…

Clients frequently ask us what they should do when thinking about buying versus leasing a car. Like many topics in financial planning, it depends on…

We all know that money can’t buy you happiness, right?  As it turns out, this is not exactly true. A recent study by University of…

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…

1.  Think long-term. Where do you want to be financially in five, 10, or 40 years? If you constantly focus on what you want immediately,…

By Matt Ryan For me, 2015 was a very eventful year. I graduated from college in May, travelled to 17 countries this past summer and…

In our financial planning practice, clients who consistently and frequently review and update their finances do much better in reaching financial objectives and arguing less…

As cybercriminals become increasingly savvy, individuals need to be equally vigilant to prevent becoming a victim of cyber crime. The piece below from Freedman Financial…

We want to share an article we’ve adapted from, “A Baker’s Dozen: 13 Smart Planning Moves” written by Charles Sherry, M.Sc. for Horsesmouth ®. Enjoy!…