Can You Extend Your Healthy Human Lifespan?

May 20, 2020

Would you want to identify potential issues with your health before they happen?  If due to your genetic makeup you had a higher chance of contracting a potentially life-altering disease like cancer, Parkinson’s, or Alzheimer’s – would you want to…

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Estate Planning Must-Do’s during Coronavirus

May 14, 2020

Continuing our series of posts about planning in the age of COVID-19 and following last month’s blog on how Medicare applies to COVID-19 treatment, it’s time to review your estate planning documents in the age of the coronavirus. Here is…

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Spotlight: Kim Benson

May 8, 2020

This week we are continuing our spotlight series with Kim! What is a day in your CCMI life like? My day starts early so I can arrive at work feeling refreshed.  Each day is filled with a good balance of…

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Spotlight: Matt Ryan

April 15, 2020

This week out spotlight series continues Matt Ryan! What is a day in your CCMI life like? The great thing about working at a boutique financial planning and wealth management firm is that every day is different and there are…

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Medicare & COVID-19

April 9, 2020

While we hope that at some point a therapy and ultimately a vaccine will be developed to address the COVID-19 pandemic, we must also prepare for the possibility that large segments of the population may have to endure the physical…

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April 1, 2020

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the coronavirus. Included in this surge of information was the recent Coronavirus Aid, Relief, and Economic…

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Six Behavioral Traits that Can Influence Your Investments

March 23, 2020

Successful investing isn’t always based on picking the right stock, bond, region, sector, or strategy. More often, successful investing is linked directly to your behavior as an investor. Being aware of the behavioral influences on your decision-making process can make…

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Spotlight: Monica Larson

March 19, 2020

This week, our spotlight series continues with Monica Larson, who celebrated her 10 year work anniversary with CCMI last week! What is a day in your CCMI life like? I usually arrive at work by 7:30 a.m. The first thing…

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Coronavirus and Market Declines

March 5, 2020

The world is watching with concern on the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond. The…

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