Have you found yourself reading news headlines and reviewing your investment portfolio with a bit more scrutiny lately? We understand. This year has come with…

Managing your finances in a purposeful and strategic way is essential to help you reach the long-term goals you’ve outlined for your family, career, and…

At the Firm CCMI is pleased to welcome Abby Baumgartel as our newest team member. She joins the CCMI team after spending the majority of…

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…

If you’re a business owner who is ready to exit your company, there are steps you can take to increase the value of your business…

Whether you’re growing your family, starting a business, or preparing for retirement, you might have considered seeking financial help from a professional. As you begin…

Sending your child off to college is an exciting chapter, but it can be an expensive one, too. Learn how you can reduce the financial…

Sunday August 30th was National Grief Awareness day.  Grief comes in all forms and happens when there is a separation or change from something familiar. …

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…

From birthday car parades to elbow bumps instead of handshakes, the COVID-19 pandemic has forced us to reevaluate, adapt, and change how we interact in…