A family friend had recently retired and finally had his dream home – on a golf course.  This was the kind of course where he…

Summer is quickly coming to a close, and the day your child leaves for their freshman year in college is looming ahead. For most parents,…

This is a major question facing Americans who are approaching age 62. Should you apply for benefits as early as possible and get as much…

A 70-year-old woman answers the phone and hears, “Grandma, this is your grandson Joe.  I’m in jail and need you to send some money so…

At CCMI when we initiate a financial planning project for clients, we won’t necessarily ask the above question quite so bluntly.  However, we do ask…

Congratulations, you’re engaged!  Before you start planning for the wedding, take some time to talk with your intended about the dreaded “M” word- “MONEY”.  Talking…

The massive number of column inches dedicated to business succession planning focus on the legal, tax and business aspects of this lengthy process, which is…

Steve Forbes once said, “You make more money selling advice than following it.  It’s one of the things we can count on in the magazine business…

The beaches are calling as well as vacations, so spending time with your finances probably doesn’t sound very alluring. However, a midyear review of your…

Recently a late night show on HBO took on the subject of financial advisors and retirement plans.  Last Week Tonight with John Oliver, a witty…