At Carlson Capital Management (CCM), we are very intentional about involving our clients in the integrated planning process. We want all clients to engage with us in a way that fosters trust and understanding about the work we do on their behalf to help them with their financial future. CCM has nearly 800 client relationships of which more than ninety percent involve a female. Whether they are married, single, divorced, or widowed, just about every relationship at CCM includes a woman who is ... [Continue Reading]
CCM Women's Initiative
Articles and resources related to CCM Women's Initiative.
Continuing Care Retirement Communities (CCRCs) have become an attractive option for many individuals making decisions regarding their long-term care future. These communities offer several levels of health care on one campus including independent living, assisted living, skilled nursing care, and memory care. With the number of CCM clients who are caring for their parents or considering their own future living and care arrangements, we wanted to provide some insights on how we advise you to ... [Continue Reading]
Jane Brody recently wrote this piece, Thriving at Age 70 and Beyond, for the New York Times that we found interesting, insightful as well as inspiring. Inspired by the book, "70 Candles! Women Thriving in their 8th Decade," Brody highlights the leading questions and topics facing women, in particular, as they age. Brody's insights as to the way the first generation in which huge numbers of women who have had careers, have approached retirement, is thought-provoking. CCM advisors place a great ... [Continue Reading]