When you hear about long-term care insurance (LTC), you may wonder: what is it, do you need it, how much does it cost, and…

“What is a Donor Advised Fund?” – This is a question we often hear, so we thought it would be appropriate to share a brief…

  For many families, great memories have been made spending time together at a family vacation home.  Normally, this is a property that has been…

It’s Summertime! What better time than now for a midyear financial checkup? The beaches are calling as well as vacations, so spending time with your…

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But…

If you are just graduating or getting started in the workforce, here are six quick and easy tips on how to get started on the…

For most, 2017 taxes are now complete. Did you end up owing the IRS or did you receive a large refund?  Now is a great…

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…

Your success as an investor can be linked to your behavior as an investor. Success isn’t always based on picking the right stock, bond, region,…

  On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security…