How to Respond to a Data Breach

October 13, 2017

Since October is cybersecurity month, we wanted to share this article adapted from Schwab’s Data Breach flyer about the necessary action steps to take after your personal information has been compromised. The Equifax breach is a recent reminder for everyone…

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Overlooked Considerations During Open Enrollment

September 28, 2017

Open enrollment is a period of time, generally a few weeks a year, that provides you the opportunity to adjust your employee benefits.  Unless you have a qualifying life event such as having a baby, marriage, or divorce, this 2…

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Lessons for the Next Crisis

September 7, 2017

Emotions run high when markets are low. As an investor in the market, it is important to remind yourself that there will be times of exuberance and times of turbulence. Mentally preparing before a market downturn is the best way…

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Should Retirees Rethink Paying Off Their Mortgages?

July 26, 2017

As baby boomers approach retirement, they often question whether to live debt-free or continue their monthly mortgage payments. Here are a few things to consider. Your nest egg As the average baby boomer approaches retirement, many have insufficient savings to…

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Do Avid Golfers Make Better Investors?

July 14, 2017

As if you needed another reason to get out on the links, improving your golf game may just make you a better investor. Here are some skills from your time spent on the greens that just might carry over into…

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5 Common Social Security Myths

July 6, 2017

To many, when to claim Social Security benefits is an enigma. At CCMI we help our clients to understand their Social Security options by utilizing an industry leading tool called Social Security Analyzer. We aim to help our clients make…

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