divider
Financial Planning Category
divider
The Wedding is Over … Now What?
3 Sep 2015 by: jhurley

Wedding vows mean different things to different people, but the legal and financial outcomes are the same. Inheritance of property, ability to make medical decisions,…

Read More >
What To Do In The Event Of A Data Breach
1 Jul 2015 by: jhurley

We thought we would share a piece written by financial writer, Miriam Rozen on what do in case of a data breach. Karen Schaeffer’s clients were…

Read More >
Nine Pointers for a Successful Retirement
22 Jun 2015 by: jhurley

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 after…

Read More >
Top 10 List: Lessons From Letterman’s Retirement
27 May 2015 by: jhurley

What can you learn about retirement from a late night TV icon?  Nancy Collamer’s Forbes online column from May 18, 2015 shares some great insights…

Read More >
The Hidden Costs of Having a Baby
12 Mar 2015 by: jhurley

There are tons of articles that warn that the cost of raising a baby from birth to age 18 (or to college) is upwards of…

Read More >
Financial Fitness Resolutions for 2015
8 Jan 2015 by: jhurley

Have you thought about including any personal financial goals on your New Year’s resolution list? If so, the first step is to establish realistic short…

Read More >