Retirement Countdown: What To Do If You’re Retiring in 10 Years, 5 Years, or 1 Year
February 19, 2025
Take a look at this timeline for an overview of questions to think through as your retirement date draws closer.
CCM Announces Integration with Sequoia Financial Group
January 29, 2025
We're pleased to announce our upcoming merger. We remain dedicated to servicing our clients—now with additional value and depth.
Jason Kley Elected to National FPA Board of Directors
January 8, 2025
CCM’s Jason Kley was elected to a three-year term on the national Board of Directors of the Financial Planning Association.
Tax Milestones Through the Years
November 20, 2024
Your birthday this year could mark an important tax and financial planning milestone.
Your Retirement Strategy Deserves a Skilled Guide
November 20, 2024
The key to unlocking opportunities for retirement optimization isn’t just asking the right questions, but understanding where to look to ask those questions.
Is your financial advisor speaking with your CPA?
November 20, 2024
Integrating the roles of your tax advisor and financial advisor can significantly enhance the effectiveness of your financial planning.
Does Your Estate Plan Reflect Your Goals?
November 11, 2024
It's important to ensure that your estate plan reflects your values and accomplishes your goals. Our visibility to your situation over time helps us to keep watch over changes.
Business Owners: You May Be Required to File Under the New Federal Corporate Transparency Act
November 11, 2024
The reporting deadline is approaching for the Corporate Transparency Act, intended to curb illicit financing and money laundering.
Marking Our Seventeenth Year of Fiduciary Excellence
November 11, 2024
The Centre for Fiduciary Excellence has renewed CCM's certification for the 17th straight year. CEFEX certification demonstrates our commitment to the highest fiduciary standard.