CCM Women's Initiative
Articles and resources related to CCM Women's Initiative.
Just Do Something
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.
So, You Want to Retire?
As a financial advisor with more than 30 years of experience, Katy Vermeer, CFP®, shares what's on her mind as she anticipates her own retirement.
What the Fiduciary Rule and Telling the Truth Have In Common—And Why Both Are So Freeing
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.
Meet Ashley Johnson
Ashley Johnson discusses her career path as well as the passion she has for this industry and her clients.
Money and Independence
Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.
What Do Women Want in a Financial Advisor?
How financial advisors and the CCM Women's Initiative can best serve women.
Responding to the Financial Complexities of Divorce
Why a financial advisor is a key advocate in situations of divorce.
Dividing Tangible Personal Property in an Estate
Tips for distributing tangible personal property fairly.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
To Give More, Think Differently
If you desire to give more than you do now, consider employing behavioral strategies.
Meet Selene Serkland
In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.
Conversations With the CCM Team: Women and Money (VIDEO)
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.
Suddenly Single and Managing Wealth
Our counsel with clients who are suddenly single comes in many forms and often begins with cash flow management.
Dementia-friendly Wealth Management
Three important wealth management steps to take upon noticing signs of dementia.
Charitable Remainder Trusts: A Win-Win Strategy for Donors and Charities
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.
Considerations When Selecting a Trustee
One of the most consequential decisions in estate planning is who to name as trustee.
Have You Considered a Family Meeting?
Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.
Financial Plan for One, Please
Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.
The Power of Budgeting
A budget is one of the most basic and powerful financial tools available. It can serve as a road map, helping to create a pathway between where you are and where you want to be. Regardless of your age or stage of life, a budget can be a central component of meeting your financial goals.
Retirement Planning: Reflecting on the Journey
By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.
The Importance of Updating Your Estate Plan
52% of children report that they haven’t had detailed conversations with their parents about their intentions once they pass away, a step is important to ensure the outcomes align with one’s original vision.
Five Key Estate Planning Matters to Consider Annually
Estate planning is one of the key components of wealth management. Here are five topics for annual review.
Who Are You Investing For?
The importance of a custom financial plan is important. At every turn, you should have clarity in who you're investing for and what strategies will help you best meet your goals.