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.
Making Intrafamily Loans in an Era of High Mortgage Rates
July 16, 2024
With mortgage rates high, some families are using intrafamily loans to help younger members get on the real estate ladder.
Just Do Something
October 18, 2023
In her book, Before All Is Said and Done, Pat Miles urges us to "just do something!" Here are suggestions for getting started and how CCM can support you in ensuring your goals, legacy, and final desires are accomplished.
Putting Breaking News in Perspective
July 18, 2023
When breaking news hits, focusing on what matters in the next five hours, five days, and five years can help you take the best steps forward.
Security Is a Feeling, Not a Number
March 24, 2022
To feel financially secure, it's important to ask yourself questions about what is important to you and why.