Financial Planning for Women
Articles and resources related to Financial Planning for Women.
Just Do Something
October 18, 2023
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.
Financial Plan for One, Please
July 28, 2023
Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.
So, You Want to Retire?
July 17, 2023
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
June 16, 2023
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.
The Newlywed Financial Planning Checklist
June 1, 2023
There are many aspects around one's financial life that can change after marriage. Review our checklist.
What Do Women Want in a Financial Advisor?
October 17, 2022
Data shows that women feel less confident about investing than men. Our financial advisors are here to support ALL clients in their financial journey.
Responding to the Financial Complexities of Divorce
July 25, 2022
Why a financial advisor is a key advocate in situations of divorce.
Meet Selene Serkland
March 23, 2021
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)
February 18, 2021
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.
Dementia-friendly Wealth Management
August 24, 2020
Three important wealth management steps to take upon noticing signs of dementia.
Have You Considered a Family Meeting?
July 18, 2019
Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.
The Power of Budgeting
February 28, 2019
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
July 23, 2018
By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.