What the Fiduciary Rule and Telling the Truth Have In Common—And Why Both Are So Freeing
June 16, 2023
CCM's take on the new fiduciary rules being discussed and why acting in a client's best interest has always been one of our core values.
The Newlywed Financial Planning Checklist
June 1, 2023
There are many aspects around one's financial life that can change after marriage. Review our checklist.
You Likely Can Spend and Give More
April 19, 2023
Consider the joy you'll experience in making a special purchase or charitable gift.
529 Plans Enhanced by SECURE ACT 2.0
April 19, 2023
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.
CCM’s Jason Kley Pens Financial Literacy Editorial
April 10, 2023
As part of his financial literacy advocacy work, CCM Senior Integrated Wealth Advisor and Director of Operational Excellence Jason Kley, CFP®, AIF®, MBA, co-authored an opinion piece in the March 23 edition of the Pioneer Press titled, Our students need to learn personal finance in high school. Require it.
What to Focus on During Periods of Volatility
March 16, 2023
It's important to remember what matters and what you can control. Your CCM advisor is here to help.
CCM’S Callie Geist Invited Into Premier Leadership Program
February 20, 2023
Senior Integrated Wealth Advisor Callie Geist, CFP®, J.D., MBA has been invited to take part in the Schwab Executive Leadership Program, an exclusive, year-long program designed to prepare the next generation of leaders at registered investment advisory (RIA) firms.
Secure Act 2.0 Signed Into Law
January 20, 2023
Highlights from the Signed SECURE Act 2.0 and the impacts on financial planning strategies.