This year is the fortieth year that Peg and Bob Eddy have provided financial advice to their clients. To celebrate this achievement, the CCMI team…

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,…

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…

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…

Morningstar, Inc., a leading provider of independent investment research and analysis, regularly reviews mutual funds companies as well as other investment options. Their June 9…

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…

“We hired a private plane in the wee hours of the night to ship a medical device from California to Texas!  This extraordinary cost was…

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…

A Special Guest Post By Kayley Edgin (Kayley Edgin, one of the two CCMI 2014 Summer Interns submitted this column  telling about her recent fall…

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…