Financial Quiz

June 20, 2017

It’s time to test your level of financial acumen. Below is a financial literacy quiz we have prepared for different stages of one’s financial life. Good luck! Saving for Retirement In which scenario, will you have the greatest value at…

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What to Keep-What to Toss

May 22, 2017

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 and builds up in your home office and file cabinets. Spring is a great time…

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Ten Money Tips for Recent Graduates

May 11, 2017

The transition from college graduate to young professional can be difficult; especially financially. For some, this means you now have a paycheck from your first “real job.” Not only are you making more money than you ever have before, but…

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How Financially Literate are Americans?

April 24, 2017

As April is National Financial Literacy month, let’s look at how much we have learned since the Great Recession.  A recent survey completed by indicates that not much progress has been made.  In their proprietary WalletLiteracySurvey, the financial education…

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What Our Clients Have Taught Me

April 20, 2017

by Bob Eddy, CFP ® For more than 42 years, Bob Eddy has assisted CCMI clients with a variety of their financial planning and investment concerns. Below is a list of highlights from his career which focuses on what clients…

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Do you know everything about HSA’s?

April 5, 2017

Dating back to the early 2000’s, Health Savings Accounts (HSA’s), have become a popular strategy for paying for medical expenses. HSA’s are tax-advantaged medical savings accounts available to those enrolled in high-deductible health plans (HDHP’s). With rising medical expenses as…

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