The Family Vacation Home… Haven or Havoc?

July 5, 2018

For many families, great memories have been made spending time together at a family vacation home.  Normally, this is a property that has been in the family for decades and is located in a vacation spot which everyone enjoys. It…

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Summertime Check In!

June 20, 2018

It’s Summertime! What better time than now for a midyear financial checkup? The beaches are calling as well as vacations, so spending time with your finances probably doesn’t sound very alluring. However, a midyear review of your financial situation, especially…

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Sailing with the Tides

June 8, 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and…

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Six Money Tips for the Young Professional

May 17, 2018

If you are just graduating or getting started in the workforce, here are six quick and easy tips on how to get started on the right path financially. The younger you are when you start saving and thinking about the…

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Taxes are done, now what?

May 3, 2018

For most, 2017 taxes are now complete. Did you end up owing the IRS or did you receive a large refund?  Now is a great time to learn from your 2017 taxes and make some changes for the current tax…

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What to Keep/What to Toss

April 19, 2018

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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CCMI’s Cyber Security Breakfast Takeaways

March 27, 2018

On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security expert with extensive experience, shared strategies for keeping personal information safe and secure in an ever-changing…

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Where Do I Start? How to Begin Your Financial Journey

March 16, 2018

We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I start? You may have questions about buying your first home, paying down student debt, saving for…

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Beware of these latest tax scams!

March 8, 2018

As part of a tax seminar to prepare financial professionals for the 2018 tax season, we were updated on the latest tax scams that are occurring in U.S. In general, there has been an increase in tax scams from fraudsters…

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