Popular Topic(s): Financial Planning
Do You Own RTX, CARR, OTIS or Any Other Company Stock In Your 401(k)?

Today, many Americans rely on 401(k)s as their retirement savings plan. Unlike a traditional pension plan, these plans leave much of the decision-making to employees…

Why Choose a Fee-Only Financial Planner? It’s in Your Best Interest

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…

College in the Age of COVID-19: Five Questions You Should Ask Before Returning to School This Fall

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…

3 Reasons We Hate To See Comic-Con 2020 Cancelled

The global COVID-19 pandemic has had an enormous impact on event planning, including the 2020 San Diego Comic Convention (San Diego Comic-Con). While there are…

Nine Pointers to Prepare for a Successful Retirement

  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…

Where Do I Start? How to Begin Your Financial Journey

  We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I…