CCM’s Jason Kley Pens Financial Literacy Editorial
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.
Financial Conversations With the Next Generation
One of the first questions I ask people who are seeking financial advice is, “What are your first money memories?”
Considerations in Honor of 5-29 Day
Insights and reminders for about an important college savings vehicle.
Have You Considered the Future of Your Family Cabin?
Strategies for transferring the ownership of your cabin.
Financial Lessons and Key Discussions With Children and Grandchildren
When it comes to finances, there are many teachable moments throughout a child’s life that form the way they think about money in the future.