“I’m sad and happy for you.” Some might consider that an odd response to news of a divorce. I have found it to be the best way to acknowledge a very complex situation. I lead off my response with sad, as divorce is a uniquely painful experience. On top of the emotional and psychological challenges, there are many impactful financial matters to be worked through. Division of Financial Labor In many couples, there is one partner who gravitates toward doing more of the financial workload. ... [Continue Reading]
CCM Women's Initiative
Articles and resources related to CCM Women's Initiative.
A truly integrated wealth management plan works in tandem with your estate plan. Because tangible personal property (e.g. jewelry, books, art, photos, household furnishings, and more) typically carries significant sentimental value, it is likely to be a topic of discussion among your heirs and can be a challenge to navigate. Given the potential for conflict, and the difficulty in assigning each piece a monetary value and, thus, distributing it equally, below are some suggestions for how tangible ... [Continue Reading]
Our deep and broad multi-disciplinary approach to wealth management is unique in the industry and is designed to provide clients and their families with optimal outcomes. In keeping with that commitment, I'm excited to introduce you to CCM Director of Estate Planning Janelle Schrupp, J.D. In her role at CCM, Janelle lends her experience in estate planning and elder law to support clients in developing and administering estate plans to efficiently transfer wealth. She has a heart for people ... [Continue Reading]
Last year, charitable donations rose five percent to a record level—$471.4 billion. 1 And yet, despite rising generosity, it’s important to acknowledge that, much like the practice of saving money, it’s not always easy to give charitably, even when you have the desire to do so. The study of behavioral finance explains why it can be difficult to accomplish our well-intentioned financial goals. Behavioral finance, which joins human psychology and economics, seeks answers to the why and ... [Continue Reading]
In honor of Women's History Month, I'm thrilled to introduce you to my wonderful colleague, and one of the newest members of CCM's team, Selene Serkland. As defined by The Library of Congress, Women's History Month celebrates the contributions women have made to the United States and recognizes the specific achievements women have made over the course of American history in a variety of fields. 1 In a field where just 15% of financial advisors are women, 2 we are ... [Continue Reading]