As I reflect on the past year, it has certainly been one where priorities and boundaries have been stressed more than ever. For many of us, all the related demands have tested work-life balance like perhaps never before. In a society where parents sometimes get the message that they ought to work like they don’t have children and raise children like they don’t work, it has been easy for me to fall into the trap of striving to be like Wonder Woman. I’ve had to slow down, breathe, and not allow my ... [Continue Reading]
CCM Women's Initiative
Articles and resources related to CCM Women's Initiative.
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]
In the latest Conversations With the CCM Team video, titled Women and Money, Founder and CEO Greg Carlson, CFP®, interviews Senior Wealth Advisor Katy Vermeer, CFP®. In it, Katy shares her perspective on the evolution of the financial services industry and the ways in which she's observed a parallel evolution in women's roles in managing their financial lives. Katy and Greg also discuss how CCM is dedicated to ensuring women feel empowered in their financial lives. Conversations With the ... [Continue Reading]
It is the Greek philosopher, Heraclitus, who said, “Change is the only constant in life.” Some life changes are more welcome than others, and change is often hard. Some of these changes are planned, while some can be very sudden. At CCM, I believe we do great work for clients in any number of transitions, including in the instance of a divorce or the death of a spouse. When clients find themselves suddenly single, for example, they are often mired in details and decisions that they have never ... [Continue Reading]
An engaging conversation with Founder and CEO Greg Carlson, CFP®, and Senior Tax Advisors Paige Woods, CPA, and Pete Roseboom, CPA, that highlights some of the benefits that come from an integrated approach to wealth management that relies on proactive tax planning to help clients meet their goals. Spend 30 minutes with the team and learn how CCM tax professionals work with clients well above and beyond the process of filing tax returns. Conversations With the CCM Team is an ... [Continue Reading]