Financial Planning for Women
Articles and resources related to Financial Planning for Women.
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.
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.
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.
October 17, 2022
There are many aspects around one's financial life that can change after marriage. Review our checklist.
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.
July 25, 2022
Why a financial advisor is a key advocate in situations of divorce.
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.
February 18, 2021
Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.
August 24, 2020
Three important wealth management steps to take upon noticing signs of dementia.
July 18, 2019
Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.
June 28, 2019
Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.
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.