Since October is cybersecurity month, we wanted to share this article adapted from Schwab’s Data Breach flyer about the necessary action steps to take after your…

While most W-2 employees are not focused on taxes in the fall, we think they should be.  If you aren’t withholding enough taxes from your…

Emotions run high when markets are low. As an investor in the market, it is important to remind yourself that there will be times of…

  If you have company stock in your 401(k) plan, you should be aware of a potentially valuable tax strategy that could greatly reduce your…

As if you needed another reason to get out on the links, improving your golf game may just make you a better investor. Here are…

To many, when to claim Social Security benefits is an enigma. At CCMI we help our clients to understand their Social Security options by utilizing…

by Matt Showley, CFP® “I’m deeply sorry to have to tell you that our hotel is overbooked and we no longer have a room available…

“Reinvesting in my business has been the best investment I’ve ever made.  And it’s a good thing, since that is where all my money has…

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…

by Bob Eddy, CFP ® For more than 42 years, Bob Eddy has assisted CCMI clients with a variety of their financial planning and investment…